+1,542.6%
QLD vs AXON
+1,027.4%
+515.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | +0.3% |
| 7D | +12.5% | -19.7% | +32.2% | +20.8% |
| 30D | -15.7% | -25.7% | +10.0% | -6.6% |
| 3M | -11.9% | -48.8% | +36.9% | +11.4% |
| 6M | -10.3% | -22.0% | +11.7% | -6.9% |
| YTD | +15.6% | -45.9% | +61.5% | +34.7% |
| 1Y | +12.1% | -46.1% | +58.2% | +30.8% |
| 3Y | +150.7% | +40.9% | +109.7% | +75.4% |
| 5Y | +86.6% | +80.2% | +6.4% | +11.0% |
| All | +1,542.6% | +1,027.4% | +515.1% | +453.9% |
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