+107.2%
XBI vs AXON
+134.7%
-27.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.8% | -1.0% |
| 7D | -0.9% | -2.5% | +1.6% | -0.7% |
| 30D | +2.9% | -11.5% | +14.4% | +4.0% |
| 3M | +26.2% | +7.3% | +18.9% | +24.6% |
| 6M | +30.7% | -11.9% | +42.7% | +31.2% |
| YTD | +32.9% | -11.0% | +43.9% | +32.7% |
| 1Y | +72.3% | -31.8% | +104.0% | +76.7% |
| 3Y | +107.2% | +135.4% | -28.2% | +57.1% |
| All | +107.2% | +134.7% | -27.5% | +57.1% |
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 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