+254.2%
HD vs AXON
+1,304.2%
-1,050.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -18.2% | +16.3% | +1.0% |
| 7D | +4.3% | -26.8% | +31.2% | +9.2% |
| 30D | +20.2% | -22.9% | +43.1% | +24.7% |
| 3M | -1.0% | -40.1% | +39.1% | +6.4% |
| 6M | +7.9% | -18.9% | +26.8% | +9.5% |
| YTD | +2.0% | -44.9% | +46.9% | +8.9% |
| 1Y | -4.3% | -46.7% | +42.4% | +2.6% |
| 3Y | +25.9% | +44.3% | -18.4% | +7.4% |
| 5Y | +5.8% | +71.4% | -65.5% | -15.8% |
| All | +254.2% | +1,304.2% | -1,050.0% | +102.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AXON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling