+1,046.6%
AXON vs BUD
-2.1%
+1,048.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.6% | +2.4% |
| 7D | +0.8% | +1.0% | -0.2% | +0.4% |
| 30D | -22.8% | +6.7% | -29.4% | -24.4% |
| 3M | -48.8% | +5.7% | -54.5% | -49.7% |
| 6M | -16.3% | +5.8% | -22.1% | -18.3% |
| YTD | -44.5% | +34.4% | -78.9% | -50.4% |
| 1Y | -43.4% | +33.3% | -76.7% | -49.4% |
| 3Y | +44.3% | +48.8% | -4.6% | +21.5% |
| 5Y | +85.1% | +52.5% | +32.6% | +51.9% |
| All | +1,046.6% | -2.1% | +1,048.7% | +865.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling