+67.8%
XBI vs AXON
-35.0%
+102.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -1.5% |
| 7D | -4.6% | -11.0% | +6.4% | -3.9% |
| 30D | -0.8% | -24.7% | +24.0% | +0.8% |
| 3M | +21.8% | +7.0% | +14.8% | +21.3% |
| 6M | +23.2% | -9.6% | +32.8% | +23.5% |
| YTD | +28.7% | -15.7% | +44.4% | +28.5% |
| 1Y | +67.8% | -35.9% | +103.7% | +66.9% |
| All | +67.8% | -35.0% | +102.8% | +66.9% |
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