+202.7%
HPE vs AXON
+42.7%
+160.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -18.2% | +19.6% | +3.9% |
| 7D | -18.7% | -26.8% | +8.1% | -15.2% |
| 30D | -37.9% | -22.9% | -15.0% | -35.7% |
| 3M | -14.4% | -40.1% | +25.7% | -8.9% |
| 6M | +48.2% | -18.9% | +67.1% | +49.2% |
| YTD | +88.6% | -44.9% | +133.5% | +100.1% |
| 1Y | +94.8% | -46.7% | +141.5% | +107.8% |
| 3Y | +202.7% | +44.3% | +158.4% | +166.8% |
| All | +202.7% | +42.7% | +160.0% | +166.8% |
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