+78.4%
TXN vs AXON
+71.5%
+6.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.1% | +9.8% | +7.0% |
| 7D | -2.1% | -28.7% | +26.7% | +1.6% |
| 30D | +4.7% | -28.3% | +33.0% | +8.5% |
| 3M | +3.9% | -46.9% | +50.8% | +10.9% |
| 6M | +3.8% | -24.9% | +28.7% | +5.3% |
| YTD | +74.2% | -46.6% | +120.8% | +83.3% |
| 1Y | +88.2% | -49.7% | +137.9% | +100.1% |
| 3Y | +124.0% | +40.6% | +83.4% | +75.0% |
| 5Y | +78.4% | +71.9% | +6.5% | +21.8% |
| All | +78.4% | +71.5% | +6.9% | +21.8% |
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