-1.2%
QLD vs AXON
-32.2%
+30.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -9.8% | -2.9% | -10.8% |
| 7D | -18.6% | -12.7% | -5.9% | -16.3% |
| 30D | -28.3% | -8.6% | -19.7% | -26.9% |
| 3M | -20.4% | -37.2% | +16.8% | -14.2% |
| 6M | -14.3% | +0.5% | -14.8% | -16.2% |
| YTD | +2.8% | -32.6% | +35.4% | +8.3% |
| 1Y | -1.2% | -40.2% | +39.0% | +10.5% |
| All | -1.2% | -32.2% | +30.9% | +10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling