+2,345.7%
MSFT vs AXON
+101,343.3%
-98,997.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.2% | +2.1% | -1.5% |
| 7D | -2.7% | -14.2% | +11.5% | -0.9% |
| 30D | +2.7% | -15.4% | +18.1% | +4.4% |
| 3M | +17.0% | +0.5% | +16.5% | +16.1% |
| 6M | +23.8% | -9.5% | +33.3% | +23.9% |
| YTD | +4.0% | -9.2% | +13.2% | +3.7% |
| 1Y | -0.8% | -29.4% | +28.6% | +1.6% |
| 3Y | +55.6% | +139.4% | -83.8% | +34.8% |
| 5Y | +72.9% | +178.9% | -106.0% | +44.4% |
| 10Y | +875.8% | +1,840.8% | -965.0% | +542.0% |
| All | +2,345.7% | +101,343.3% | -98,997.6% | +1,084.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling