+9.1%
TE vs AXON
+44.5%
-35.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.7% | -5.8% | -3.6% |
| 7D | -19.1% | +0.8% | -19.8% | -19.2% |
| 30D | -34.1% | -22.8% | -11.4% | -30.5% |
| 3M | -60.1% | -48.8% | -11.4% | -54.3% |
| 6M | -66.0% | -16.3% | -49.7% | -64.6% |
| YTD | -71.4% | -44.5% | -26.9% | -68.5% |
| 1Y | -45.3% | -43.4% | -1.9% | -39.8% |
| 3Y | +9.1% | +44.3% | -35.1% | -35.3% |
| All | +9.1% | +44.5% | -35.4% | -35.3% |
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