+143.0%
AXON vs MSFU
+32.9%
+110.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.2% | 0.0% | -2.8% |
| 7D | -14.2% | -5.7% | -8.5% | -12.3% |
| 30D | -15.4% | +4.2% | -19.6% | -16.7% |
| 3M | +0.5% | +27.9% | -27.4% | -8.8% |
| 6M | -9.5% | +37.1% | -46.6% | -20.8% |
| YTD | -9.2% | -7.4% | -1.8% | -11.0% |
| 1Y | -29.4% | -19.6% | -9.8% | -28.0% |
| All | +143.0% | +32.9% | +110.1% | +100.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling