-50.3%
TEAM vs AXON
+179.8%
-230.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.2% | +1.6% | -0.5% |
| 7D | -0.4% | -14.2% | +13.7% | +7.2% |
| 30D | +67.3% | -15.4% | +82.7% | +80.6% |
| 3M | +86.8% | +0.5% | +86.3% | +83.3% |
| 6M | +146.8% | -9.5% | +156.3% | +152.4% |
| YTD | +16.9% | -9.2% | +26.1% | +17.8% |
| 1Y | +12.8% | -29.4% | +42.2% | +27.0% |
| 3Y | -7.3% | +139.4% | -146.7% | -56.9% |
| All | -50.3% | +179.8% | -230.2% | -83.3% |
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 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