+308.5%
AXON vs MSFU
+72.2%
+236.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.3% | -1.3% |
| 7D | -2.5% | -3.2% | +0.7% | -1.5% |
| 30D | -11.5% | -3.1% | -8.3% | -10.6% |
| 3M | +7.3% | +35.3% | -28.0% | -3.4% |
| 6M | -11.9% | +31.6% | -43.5% | -20.6% |
| YTD | -11.0% | -9.5% | -1.5% | -12.2% |
| 1Y | -31.8% | -18.4% | -13.3% | -31.0% |
| 3Y | +135.4% | +26.9% | +108.5% | +109.1% |
| All | +308.5% | +72.2% | +236.3% | +241.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MSFU 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling