+1,351.8%
QLD vs AXON
+1,304.2%
+47.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -18.2% | +20.7% | +9.3% |
| 7D | -10.3% | -26.8% | +16.6% | +0.1% |
| 30D | -26.1% | -22.9% | -3.2% | -19.3% |
| 3M | -17.8% | -40.1% | +22.3% | -2.7% |
| 6M | -15.6% | -18.9% | +3.3% | -14.1% |
| YTD | +5.4% | -44.9% | +50.3% | +21.9% |
| 1Y | +5.2% | -46.7% | +51.9% | +23.2% |
| 3Y | +139.4% | +44.3% | +95.1% | +67.1% |
| 5Y | +66.7% | +71.4% | -4.7% | +2.2% |
| All | +1,351.8% | +1,304.2% | +47.6% | +434.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling