+247.2%
HD vs AXON
+1,048.6%
-801.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | +5.2% | -27.4% | +32.6% | +10.2% |
| 30D | +20.7% | -28.5% | +49.2% | +26.7% |
| 3M | +0.8% | -49.3% | +50.1% | +11.2% |
| 6M | +12.2% | -25.0% | +37.2% | +15.4% |
| YTD | +4.2% | -46.7% | +50.9% | +11.8% |
| 1Y | -2.6% | -48.3% | +45.7% | +4.9% |
| 3Y | +30.0% | +38.8% | -8.8% | +11.6% |
| 5Y | +8.1% | +77.7% | -69.6% | -14.6% |
| 10Y | +247.2% | +1,028.0% | -780.9% | +108.9% |
| All | +247.2% | +1,048.6% | -801.4% | +108.9% |
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