-53.6%
IRE vs AXTX
-69.7%
+16.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +25.3% | -15.1% | +1.3% |
| 7D | +58.9% | +49.3% | +9.6% | +37.4% |
| 30D | +17.2% | -49.1% | +66.3% | +39.0% |
| 3M | -58.6% | -72.6% | +14.0% | -59.8% |
| All | -53.6% | -69.7% | +16.0% | -55.8% |
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 3y: 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…
3y analysis · Full analysis span regression · Available span rolling