+33.1%
XBI vs AXON
-46.2%
+79.2%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.6% | -0.6% | -3.0% |
| 7D | +1.9% | -19.7% | +21.6% | +3.6% |
| 30D | +3.0% | -25.7% | +28.7% | +5.6% |
| 3M | -5.1% | -48.8% | +43.7% | 0.0% |
| 6M | +12.2% | -22.0% | +34.2% | +14.1% |
| YTD | +24.1% | -45.9% | +70.1% | +29.0% |
| 1Y | +33.1% | -46.1% | +79.1% | +38.8% |
| All | +33.1% | -46.2% | +79.2% | +38.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling