+253.8%
INTC vs AXON
+1,845.5%
-1,591.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.0% | +11.0% | +9.4% |
| 7D | +17.4% | -2.5% | +19.9% | +17.8% |
| 30D | +2.8% | -11.5% | +14.3% | +4.4% |
| 3M | -5.3% | +7.3% | -12.6% | -7.7% |
| 6M | +140.6% | -11.9% | +152.6% | +140.3% |
| YTD | +183.1% | -11.0% | +194.1% | +179.1% |
| 1Y | +326.8% | -31.8% | +358.5% | +341.2% |
| 3Y | +179.4% | +135.4% | +44.0% | +113.7% |
| 5Y | +111.7% | +176.9% | -65.1% | +50.3% |
| 10Y | +253.8% | +1,854.5% | -1,600.7% | +86.2% |
| All | +253.8% | +1,845.5% | -1,591.6% | +86.2% |
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