+2,488.8%
SMH vs AXON
+59,416.1%
-56,927.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -6.7% | -27.4% | +20.6% | -2.4% |
| 30D | -19.8% | -28.5% | +8.6% | -16.0% |
| 3M | -15.1% | -49.3% | +34.2% | -6.7% |
| 6M | -14.6% | -25.0% | +10.4% | -12.7% |
| YTD | +34.3% | -46.7% | +81.0% | +43.0% |
| 1Y | +35.2% | -48.3% | +83.5% | +44.7% |
| 3Y | +211.7% | +38.8% | +172.9% | +179.2% |
| 5Y | +240.5% | +77.7% | +162.8% | +188.9% |
| 10Y | +1,487.3% | +1,028.0% | +459.3% | +916.7% |
| All | +2,488.8% | +59,416.1% | -56,927.3% | +964.8% |
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