+133.8%
XBI vs AXON
+44.5%
+89.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.3% | -3.5% | +0.4% |
| 7D | -1.8% | -25.6% | +23.9% | +0.8% |
| 30D | +3.2% | -23.9% | +27.1% | +5.7% |
| 3M | -1.1% | -50.4% | +49.3% | +5.1% |
| 6M | +16.1% | -20.0% | +36.1% | +17.4% |
| YTD | +28.3% | -44.5% | +72.8% | +33.5% |
| 1Y | +37.7% | -44.9% | +82.6% | +43.3% |
| All | +133.8% | +44.5% | +89.3% | +80.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling