-1.9%
HD vs AXON
-50.4%
+48.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.1% | +6.0% | +3.2% |
| 7D | +3.6% | -28.7% | +32.3% | +7.4% |
| 30D | +21.6% | -28.3% | +49.9% | +25.8% |
| 3M | +0.1% | -46.9% | +47.0% | +6.7% |
| 6M | +13.0% | -24.9% | +37.9% | +16.8% |
| YTD | +4.9% | -46.6% | +51.6% | +12.0% |
| All | -1.9% | -50.4% | +48.5% | +6.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling