+357.9%
IGV vs AXON
+1,845.5%
-1,487.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.3% |
| 7D | -3.3% | -2.5% | -0.8% | -2.7% |
| 30D | 0.0% | -11.5% | +11.5% | +2.9% |
| 3M | +7.3% | +7.3% | +0.1% | +3.9% |
| 6M | +16.7% | -11.9% | +28.7% | +18.0% |
| YTD | -2.8% | -11.0% | +8.2% | -2.7% |
| 1Y | -6.7% | -31.8% | +25.1% | -0.5% |
| 3Y | +41.1% | +135.4% | -94.3% | +3.6% |
| 5Y | +22.0% | +176.9% | -154.9% | -18.5% |
| 10Y | +357.9% | +1,854.5% | -1,496.6% | +115.0% |
| All | +357.9% | +1,845.5% | -1,487.5% | +115.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling