+26.9%
XLV vs AXON
-28.9%
+55.9%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.2% | +3.1% | -0.9% |
| 7D | +0.2% | -14.2% | +14.3% | +0.6% |
| 30D | +4.4% | -15.4% | +19.8% | +4.9% |
| 3M | +13.2% | +0.5% | +12.8% | +13.1% |
| 6M | +10.1% | -9.5% | +19.6% | +9.4% |
| YTD | +11.7% | -9.2% | +20.9% | +11.4% |
| 1Y | +26.9% | -29.4% | +56.3% | +26.3% |
| All | +26.9% | -28.9% | +55.9% | +26.3% |
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 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