+52.3%
TQQQ vs AXON
+78.3%
-26.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | +0.5% |
| 7D | +18.6% | -19.7% | +38.4% | +31.2% |
| 30D | -24.0% | -25.7% | +1.7% | -11.6% |
| 3M | -19.6% | -48.8% | +29.2% | +13.6% |
| 6M | -19.8% | -22.0% | +2.2% | -16.4% |
| YTD | +14.3% | -45.9% | +60.2% | +42.8% |
| 1Y | +8.2% | -46.1% | +54.2% | +35.7% |
| 3Y | +203.4% | +40.9% | +162.5% | +41.8% |
| All | +52.3% | +78.3% | -26.1% | -55.2% |
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