+1,876.8%
SMH vs AXON
+1,811.1%
+65.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.8% |
| 7D | +4.3% | -3.3% | +7.7% | +5.0% |
| 30D | +0.9% | -17.8% | +18.7% | +5.1% |
| 3M | -2.8% | +8.3% | -11.1% | -6.9% |
| 6M | +45.6% | -12.4% | +58.0% | +45.4% |
| YTD | +59.5% | -13.7% | +73.2% | +58.0% |
| 1Y | +93.4% | -33.1% | +126.5% | +103.9% |
| 3Y | +287.1% | +128.2% | +158.9% | +175.9% |
| 5Y | +338.0% | +170.5% | +167.6% | +183.1% |
| 10Y | +1,876.8% | +1,846.0% | +30.8% | +792.9% |
| All | +1,876.8% | +1,811.1% | +65.7% | +792.9% |
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