+93.9%
INTC vs AXON
+179.8%
-86.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.2% | +8.7% | +5.1% |
| 7D | +7.1% | -14.2% | +21.2% | +9.1% |
| 30D | -5.2% | -15.4% | +10.2% | -3.6% |
| 3M | -14.3% | +0.5% | -14.8% | -15.3% |
| 6M | +110.2% | -9.5% | +119.7% | +110.5% |
| YTD | +159.6% | -9.2% | +168.8% | +157.1% |
| 1Y | +289.3% | -29.4% | +318.6% | +303.4% |
| 3Y | +166.1% | +139.4% | +26.6% | +95.1% |
| All | +93.9% | +179.8% | -86.0% | +26.1% |
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