-4.5%
STZ vs AXTX
-92.7%
+88.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -8.1% | +8.8% | +0.4% |
| 7D | +2.6% | +9.8% | -7.3% | +3.3% |
| 30D | +15.2% | -65.3% | +80.5% | +13.0% |
| 3M | +7.6% | -83.3% | +91.0% | +4.9% |
| 6M | +5.3% | -97.0% | +102.2% | +2.9% |
| All | -4.5% | -92.7% | +88.2% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 10y: compounded portfolio wealth divided by compounded AXTX 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…
10y analysis · Full analysis span regression · 6 months rolling