+225.0%
HPE vs AXON
+141.6%
+83.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.2% | -0.3% | -3.9% |
| 7D | -0.6% | -14.2% | +13.6% | +1.6% |
| 30D | -2.3% | -15.4% | +13.1% | -0.4% |
| 3M | -2.9% | +0.5% | -3.3% | -4.1% |
| 6M | +143.6% | -9.5% | +153.1% | +143.8% |
| YTD | +118.5% | -9.2% | +127.7% | +117.1% |
| 1Y | +129.2% | -29.4% | +158.6% | +138.2% |
| All | +225.0% | +141.6% | +83.4% | +150.6% |
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 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