+44.3%
AXON vs MDY
+50.6%
-6.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +0.6% | -18.8% | -18.8% |
| 7D | -26.8% | -1.7% | -25.2% | -25.6% |
| 30D | -22.9% | -0.9% | -22.0% | -22.0% |
| 3M | -40.1% | -5.7% | -34.3% | -36.5% |
| 6M | -18.9% | -2.9% | -16.0% | -16.3% |
| YTD | -44.9% | +9.8% | -54.7% | -49.0% |
| 1Y | -46.7% | +13.5% | -60.2% | -52.0% |
| 3Y | +44.3% | +51.9% | -7.6% | +7.1% |
| All | +44.3% | +50.6% | -6.2% | +7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling