+44.3%
AXON vs MOH
-41.8%
+86.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.7% |
| 7D | +0.8% | +0.2% | +0.5% | +0.8% |
| 30D | -22.8% | +0.1% | -22.9% | -22.7% |
| 3M | -48.8% | +1.8% | -50.6% | -48.6% |
| 6M | -16.3% | +9.1% | -25.4% | -15.4% |
| YTD | -44.5% | +20.7% | -65.2% | -42.8% |
| 1Y | -43.4% | +51.3% | -94.7% | -40.6% |
| 3Y | +44.3% | -42.0% | +86.2% | +44.3% |
| All | +44.3% | -41.8% | +86.1% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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