+1,787.9%
AXON vs MRSH
+218.8%
+1,569.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -7.0% | -4.8% | -2.3% | -4.3% |
| 30D | -20.1% | -6.3% | -13.8% | -16.8% |
| 3M | +7.4% | +5.8% | +1.6% | +3.6% |
| 6M | -7.4% | +2.8% | -10.2% | -9.6% |
| YTD | -15.6% | -3.1% | -12.5% | -15.3% |
| 1Y | -36.2% | -11.3% | -24.9% | -32.7% |
| 3Y | +124.8% | -5.0% | +129.8% | +122.6% |
| 5Y | +166.6% | +19.2% | +147.4% | +125.0% |
| All | +1,787.9% | +218.8% | +1,569.1% | +781.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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