+150.7%
XBI vs AXON
+1,813.9%
-1,663.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -1.1% |
| 7D | -4.6% | -11.0% | +6.4% | -2.1% |
| 30D | -0.8% | -24.7% | +24.0% | +5.4% |
| 3M | +21.8% | +7.0% | +14.8% | +17.9% |
| 6M | +23.2% | -9.6% | +32.8% | +22.5% |
| YTD | +28.7% | -15.7% | +44.4% | +28.7% |
| 1Y | +67.8% | -35.9% | +103.7% | +78.1% |
| 3Y | +100.6% | +123.0% | -22.4% | +42.0% |
| 5Y | +19.8% | +166.3% | -146.5% | -23.7% |
| All | +150.7% | +1,813.9% | -1,663.2% | -1.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling