+257.9%
HD vs AXON
+1,278.1%
-1,020.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.1% | +6.0% | +3.4% |
| 7D | +3.6% | -28.7% | +32.3% | +8.8% |
| 30D | +21.6% | -28.3% | +49.9% | +27.5% |
| 3M | +0.1% | -46.9% | +47.0% | +9.7% |
| 6M | +13.0% | -24.9% | +37.9% | +16.2% |
| YTD | +4.9% | -46.6% | +51.6% | +12.5% |
| 1Y | -2.1% | -49.7% | +47.6% | +5.9% |
| 3Y | +32.6% | +40.6% | -8.0% | +13.5% |
| 5Y | +8.2% | +71.9% | -63.6% | -14.0% |
| 10Y | +257.9% | +1,180.9% | -923.0% | +112.1% |
| All | +257.9% | +1,278.1% | -1,020.2% | +112.1% |
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