+154.8%
XBI vs AXON
+1,858.4%
-1,703.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -0.9% |
| 7D | -3.6% | -3.3% | -0.3% | -3.0% |
| 30D | +0.9% | -17.8% | +18.7% | +5.0% |
| 3M | +21.4% | +8.3% | +13.1% | +17.2% |
| 6M | +25.5% | -12.4% | +37.9% | +25.8% |
| YTD | +30.8% | -13.7% | +44.6% | +30.2% |
| 1Y | +68.6% | -33.1% | +101.6% | +77.1% |
| 3Y | +103.9% | +128.2% | -24.3% | +43.6% |
| 5Y | +20.8% | +170.5% | -149.7% | -23.4% |
| All | +154.8% | +1,858.4% | -1,703.6% | 0.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling