+11.7%
IP vs AXTX
-92.0%
+103.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +21.0% | -18.1% | +3.3% |
| 7D | -3.0% | -29.2% | +26.1% | -3.4% |
| 30D | +10.6% | -69.6% | +80.2% | +8.4% |
| 3M | -13.6% | -86.5% | +73.0% | -16.3% |
| 6M | +10.4% | -96.4% | +106.8% | +8.4% |
| All | +11.7% | -92.0% | +103.7% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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