+52.8%
MRK vs AXON
+141.6%
-88.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.2% | +2.9% | -1.4% |
| 7D | +1.3% | -14.2% | +15.5% | +1.1% |
| 30D | +17.1% | -15.4% | +32.5% | +16.9% |
| 3M | +25.9% | +0.5% | +25.4% | +26.3% |
| 6M | +26.8% | -9.5% | +36.3% | +26.9% |
| YTD | +44.9% | -9.2% | +54.1% | +45.7% |
| 1Y | +84.8% | -29.4% | +114.2% | +85.3% |
| All | +52.8% | +141.6% | -88.9% | +43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling