+339.4%
SMH vs AXON
+177.9%
+161.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.0% | +3.2% | +1.6% |
| 7D | +5.2% | -2.5% | +7.7% | +5.7% |
| 30D | -1.5% | -11.5% | +9.9% | +0.7% |
| 3M | -4.1% | +7.3% | -11.4% | -8.0% |
| 6M | +50.8% | -11.9% | +62.7% | +50.9% |
| YTD | +59.3% | -11.0% | +70.3% | +57.1% |
| 1Y | +94.1% | -31.8% | +125.8% | +105.9% |
| 3Y | +286.7% | +135.4% | +151.3% | +147.0% |
| 5Y | +339.4% | +176.9% | +162.6% | +134.5% |
| All | +339.4% | +177.9% | +161.5% | +134.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling