+24.9%
M vs AXTX
-92.7%
+117.6%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -8.1% | +9.6% | +1.6% |
| 7D | +7.0% | +9.8% | -2.8% | +6.9% |
| 30D | +8.9% | -65.3% | +74.2% | +9.1% |
| 3M | +4.5% | -83.3% | +87.8% | +4.9% |
| 6M | +36.2% | -97.0% | +133.2% | +36.1% |
| All | +24.9% | -92.7% | +117.6% | +25.3% |
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 · 6 months rolling