+771.1%
XLV vs AXON
+99,328.9%
-98,557.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -2.4% |
| 7D | -2.6% | -2.5% | -0.2% | -2.5% |
| 30D | +0.9% | -11.5% | +12.4% | +1.7% |
| 3M | +10.0% | +7.3% | +2.7% | +8.8% |
| 6M | +10.4% | -11.9% | +22.3% | +10.5% |
| YTD | +8.9% | -11.0% | +19.9% | +8.5% |
| 1Y | +23.4% | -31.8% | +55.1% | +25.3% |
| 3Y | +33.1% | +135.4% | -102.3% | +20.0% |
| 5Y | +33.3% | +176.9% | -143.6% | +16.7% |
| 10Y | +170.8% | +1,854.5% | -1,683.7% | +96.0% |
| All | +771.1% | +99,328.9% | -98,557.8% | +382.7% |
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