-49.7%
INTU vs AXON
-28.9%
-20.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.2% | +0.8% | -2.2% |
| 7D | -7.1% | -14.2% | +7.1% | -3.2% |
| 30D | +1.5% | -15.4% | +16.8% | +5.4% |
| 3M | +10.7% | +0.5% | +10.2% | +8.2% |
| 6M | -23.8% | -9.5% | -14.3% | -24.9% |
| YTD | -49.3% | -9.2% | -40.1% | -50.8% |
| 1Y | -49.7% | -29.4% | -20.3% | -50.4% |
| All | -49.7% | -28.9% | -20.7% | -50.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling