+28.3%
HD vs AXON
+74.4%
-46.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.8% | +8.3% | -0.7% |
| 7D | +6.4% | -12.7% | +19.0% | +7.7% |
| 30D | +22.1% | -8.6% | +30.7% | +23.0% |
| 3M | -0.2% | -37.2% | +37.1% | +3.5% |
| 6M | +12.6% | +0.5% | +12.1% | +12.4% |
| YTD | +3.9% | -32.6% | +36.5% | +6.3% |
| 1Y | -3.7% | -40.2% | +36.4% | -0.8% |
| All | +28.3% | +74.4% | -46.1% | +10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling