+1,033.5%
HD vs AXON
+101,343.3%
-100,309.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.2% | +5.1% | +1.4% |
| 7D | -2.1% | -14.2% | +12.1% | -0.3% |
| 30D | -8.4% | -15.4% | +7.0% | -6.9% |
| 3M | +4.3% | +0.5% | +3.9% | +3.6% |
| 6M | -11.1% | -9.5% | -1.6% | -11.2% |
| YTD | -4.7% | -9.2% | +4.5% | -5.2% |
| 1Y | -19.8% | -29.4% | +9.6% | -18.1% |
| 3Y | +4.1% | +139.4% | -135.3% | -10.7% |
| 5Y | +10.3% | +178.9% | -168.6% | -8.9% |
| 10Y | +203.2% | +1,840.8% | -1,637.6% | +92.0% |
| All | +1,033.5% | +101,343.3% | -100,309.8% | +415.7% |
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