+50.3%
INTC vs AXON
+42.7%
+7.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -18.2% | +25.9% | +8.8% |
| 7D | -14.4% | -26.8% | +12.4% | -12.8% |
| 30D | -50.2% | -22.9% | -27.3% | -49.4% |
| 3M | -43.6% | -40.1% | -3.5% | -42.0% |
| 6M | -50.2% | -18.9% | -31.3% | -50.2% |
| YTD | +52.5% | -44.9% | +97.4% | +57.5% |
| 1Y | +51.1% | -46.7% | +97.8% | +56.8% |
| 3Y | +50.3% | +44.3% | +6.0% | +30.8% |
| All | +50.3% | +42.7% | +7.6% | +30.8% |
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