+1,475.7%
SMH vs AXON
+1,058.0%
+417.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.7% | -5.7% | -3.6% |
| 7D | +4.9% | +0.8% | +4.1% | +4.7% |
| 30D | -13.8% | -22.8% | +9.0% | -8.9% |
| 3M | -17.4% | -48.8% | +31.4% | -4.2% |
| 6M | -15.0% | -16.3% | +1.3% | -14.9% |
| YTD | +35.2% | -44.5% | +79.6% | +47.3% |
| 1Y | +41.6% | -43.4% | +85.0% | +53.5% |
| 3Y | +215.6% | +44.3% | +171.4% | +146.7% |
| 5Y | +233.2% | +85.1% | +148.1% | +130.5% |
| All | +1,475.7% | +1,058.0% | +417.7% | +644.8% |
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