+213.6%
SMH vs AXON
+42.7%
+171.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -18.2% | +21.8% | +6.2% |
| 7D | -11.2% | -26.8% | +15.6% | -7.4% |
| 30D | -25.8% | -22.9% | -2.9% | -23.2% |
| 3M | -18.8% | -40.1% | +21.3% | -13.4% |
| 6M | -15.6% | -18.9% | +3.3% | -15.8% |
| YTD | +28.8% | -44.9% | +73.7% | +36.9% |
| 1Y | +32.6% | -46.7% | +79.3% | +41.8% |
| 3Y | +213.6% | +44.3% | +169.3% | +163.2% |
| All | +213.6% | +42.7% | +171.0% | +163.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling