+101.7%
TQQQ vs AXON
+167.8%
-66.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.2% | +0.9% |
| 7D | +2.8% | -3.3% | +6.2% | +4.6% |
| 30D | -3.0% | -17.8% | +14.8% | +7.1% |
| 3M | -2.7% | +8.3% | -11.0% | -12.2% |
| 6M | +45.4% | -12.4% | +57.8% | +45.9% |
| YTD | +36.3% | -13.7% | +50.0% | +34.2% |
| 1Y | +53.4% | -33.1% | +86.5% | +77.1% |
| 3Y | +265.6% | +128.2% | +137.4% | +33.8% |
| 5Y | +101.7% | +170.5% | -68.8% | -48.4% |
| All | +101.7% | +167.8% | -66.1% | -48.4% |
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