-1.1%
QLD vs AXTX
-92.7%
+91.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -8.1% | +5.6% | -1.7% |
| 7D | +7.0% | +9.8% | -2.8% | +5.3% |
| 30D | -14.3% | -65.3% | +50.9% | -9.3% |
| 3M | -16.0% | -83.3% | +67.3% | -9.0% |
| 6M | -14.2% | -97.0% | +82.7% | -7.3% |
| All | -1.1% | -92.7% | +91.6% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 5y: compounded portfolio wealth divided by compounded AXTX 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…
5y analysis · Full analysis span regression · 6 months rolling