+1,846.0%
AXON vs MDY
+170.4%
+1,675.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.0% |
| 7D | -3.3% | -0.8% | -2.6% | -2.5% |
| 30D | -17.8% | -3.9% | -14.0% | -14.4% |
| 3M | +8.3% | 0.0% | +8.3% | +8.6% |
| 6M | -12.4% | +8.5% | -20.9% | -19.2% |
| YTD | -13.7% | +13.2% | -26.9% | -23.7% |
| 1Y | -33.1% | +15.0% | -48.1% | -41.7% |
| 3Y | +128.2% | +49.6% | +78.6% | +51.0% |
| 5Y | +170.5% | +46.0% | +124.5% | +85.0% |
| 10Y | +1,846.0% | +176.4% | +1,669.6% | +566.7% |
| All | +1,846.0% | +170.4% | +1,675.5% | +566.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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