+2.2%
XLU vs AXON
-44.3%
+46.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | +0.5% |
| 7D | +2.1% | +0.8% | +1.3% | +2.1% |
| 30D | +5.6% | -22.8% | +28.3% | +5.4% |
| 3M | +0.7% | -48.8% | +49.5% | 0.0% |
| 6M | -0.1% | -16.3% | +16.2% | +0.4% |
| YTD | +5.3% | -44.5% | +49.8% | +6.7% |
| 1Y | +2.2% | -43.4% | +45.6% | +3.2% |
| All | +2.2% | -44.3% | +46.4% | +3.2% |
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 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