+236.7%
INTU vs AXON
+1,058.0%
-821.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.7% | -2.3% | -0.3% |
| 7D | +0.1% | +0.8% | -0.7% | -0.2% |
| 30D | +10.1% | -22.8% | +32.8% | +17.0% |
| 3M | -4.2% | -48.8% | +44.6% | +13.1% |
| 6M | -7.2% | -16.3% | +9.1% | -5.5% |
| YTD | -47.7% | -44.5% | -3.2% | -41.2% |
| 1Y | -46.7% | -43.4% | -3.3% | -40.4% |
| 3Y | -34.1% | +44.3% | -78.3% | -46.0% |
| 5Y | -43.3% | +85.1% | -128.4% | -58.7% |
| All | +236.7% | +1,058.0% | -821.2% | +81.9% |
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