+298.8%
HPE vs AXON
+179.8%
+118.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.2% | -0.3% | -3.8% |
| 7D | -0.6% | -14.2% | +13.6% | +1.7% |
| 30D | -2.3% | -15.4% | +13.1% | -0.3% |
| 3M | -2.9% | +0.5% | -3.3% | -4.1% |
| 6M | +143.6% | -9.5% | +153.1% | +143.3% |
| YTD | +118.5% | -9.2% | +127.7% | +116.7% |
| 1Y | +129.2% | -29.4% | +158.6% | +136.8% |
| 3Y | +212.5% | +139.4% | +73.1% | +154.9% |
| All | +298.8% | +179.8% | +118.9% | +186.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling