+581.3%
XLU vs AXON
+61,951.8%
-61,370.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | +0.4% |
| 7D | +2.1% | +0.8% | +1.3% | +2.0% |
| 30D | +5.6% | -22.8% | +28.3% | +7.0% |
| 3M | +0.7% | -48.8% | +49.5% | +4.4% |
| 6M | -0.1% | -16.3% | +16.2% | +0.2% |
| YTD | +5.3% | -44.5% | +49.8% | +7.7% |
| 1Y | +2.2% | -43.4% | +45.6% | +4.3% |
| 3Y | +61.6% | +44.3% | +17.4% | +53.5% |
| 5Y | +53.6% | +85.1% | -31.5% | +41.8% |
| 10Y | +162.3% | +1,060.5% | -898.3% | +110.6% |
| All | +581.3% | +61,951.8% | -61,370.6% | +330.8% |
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