+279.8%
SMH vs AXON
+141.6%
+138.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.2% | +6.8% | +3.2% |
| 7D | +2.5% | -14.2% | +16.7% | +4.8% |
| 30D | -0.5% | -15.4% | +14.9% | +1.5% |
| 3M | -9.6% | +0.5% | -10.1% | -10.9% |
| 6M | +42.1% | -9.5% | +51.6% | +42.3% |
| YTD | +57.4% | -9.2% | +66.6% | +56.4% |
| 1Y | +96.2% | -29.4% | +125.6% | +105.2% |
| All | +279.8% | +141.6% | +138.2% | +173.3% |
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