+869.9%
XBI vs AXON
+3,230.8%
-2,360.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -1.0% |
| 7D | -1.1% | +0.8% | -1.9% | -1.3% |
| 30D | +2.6% | -22.8% | +25.3% | +7.7% |
| 3M | -4.0% | -48.8% | +44.7% | +9.7% |
| 6M | +10.9% | -16.3% | +27.2% | +11.9% |
| YTD | +23.6% | -44.5% | +68.1% | +34.0% |
| 1Y | +35.1% | -43.4% | +78.5% | +45.8% |
| 3Y | +125.2% | +44.3% | +80.9% | +84.2% |
| 5Y | +19.7% | +85.1% | -65.4% | -10.5% |
| 10Y | +130.6% | +1,060.5% | -930.0% | +6.8% |
| All | +869.9% | +3,230.8% | -2,360.9% | +172.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling