+1,141.2%
VRTX vs AXON
+101,343.3%
-100,202.2%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.2% | +2.1% | -1.6% |
| 7D | +0.8% | -14.2% | +15.0% | +2.5% |
| 30D | +12.6% | -15.4% | +28.0% | +14.5% |
| 3M | +23.6% | +0.5% | +23.1% | +22.7% |
| 6M | +14.3% | -9.5% | +23.8% | +14.1% |
| YTD | +20.5% | -9.2% | +29.7% | +19.6% |
| 1Y | +37.6% | -29.4% | +67.0% | +40.3% |
| 3Y | +55.5% | +139.4% | -83.9% | +31.1% |
| 5Y | +175.7% | +178.9% | -3.2% | +122.1% |
| 10Y | +474.2% | +1,840.8% | -1,366.6% | +236.7% |
| All | +1,141.2% | +101,343.3% | -100,202.2% | +485.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling