+1,135.5%
HD vs AXON
+75,157.7%
-74,022.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.8% | +8.3% | -0.4% |
| 7D | +6.4% | -12.7% | +19.0% | +8.1% |
| 30D | +22.1% | -8.6% | +30.7% | +23.3% |
| 3M | -0.2% | -37.2% | +37.1% | +5.0% |
| 6M | +12.6% | +0.5% | +12.1% | +11.3% |
| YTD | +3.9% | -32.6% | +36.5% | +6.9% |
| 1Y | -3.7% | -40.2% | +36.4% | +0.3% |
| 3Y | +27.9% | +76.1% | -48.2% | +13.6% |
| 5Y | +7.8% | +109.5% | -101.6% | -7.9% |
| 10Y | +269.4% | +1,640.5% | -1,371.1% | +137.7% |
| All | +1,135.5% | +75,157.7% | -74,022.2% | +481.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling