+1,046.6%
AXON vs MOS
-3.5%
+1,050.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.7% | +2.0% | +2.6% |
| 7D | +0.8% | -2.0% | +2.7% | +1.1% |
| 30D | -22.8% | +15.3% | -38.1% | -25.2% |
| 3M | -48.8% | +1.5% | -50.3% | -49.4% |
| 6M | -16.3% | -2.0% | -14.3% | -17.3% |
| YTD | -44.5% | -6.5% | -37.9% | -45.3% |
| 1Y | -43.4% | -11.1% | -32.3% | -43.8% |
| 3Y | +44.3% | -30.3% | +74.5% | +47.6% |
| 5Y | +85.1% | -33.5% | +118.6% | +81.4% |
| All | +1,046.6% | -3.5% | +1,050.1% | +749.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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