+2,383.5%
SMH vs AXON
+61,473.8%
-59,090.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -18.2% | +21.8% | +6.4% |
| 7D | -11.2% | -26.8% | +15.6% | -7.2% |
| 30D | -25.8% | -22.9% | -2.9% | -23.1% |
| 3M | -18.8% | -40.1% | +21.3% | -13.1% |
| 6M | -15.6% | -18.9% | +3.3% | -14.9% |
| YTD | +28.8% | -44.9% | +73.7% | +36.5% |
| 1Y | +32.6% | -46.7% | +79.3% | +41.2% |
| 3Y | +213.6% | +44.3% | +169.3% | +179.2% |
| 5Y | +222.4% | +71.4% | +151.1% | +174.9% |
| 10Y | +1,429.6% | +1,324.0% | +105.6% | +850.6% |
| All | +2,383.5% | +61,473.8% | -59,090.3% | +916.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling