+44.3%
AXON vs MSFU
+32.6%
+11.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -1.9% | -16.3% | -17.6% |
| 7D | -26.8% | +2.5% | -29.3% | -27.5% |
| 30D | -22.9% | -1.3% | -21.6% | -22.8% |
| 3M | -40.1% | +8.6% | -48.7% | -41.9% |
| 6M | -18.9% | +48.4% | -67.3% | -30.7% |
| YTD | -44.9% | +1.6% | -46.5% | -47.9% |
| 1Y | -46.7% | -5.8% | -40.9% | -48.6% |
| 3Y | +44.3% | +30.9% | +13.4% | +21.0% |
| All | +44.3% | +32.6% | +11.7% | +21.0% |
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