+1,180.9%
AXON vs MSI
+689.5%
+491.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.6% | -5.8% | -4.6% |
| 7D | -28.7% | +8.3% | -37.1% | -32.1% |
| 30D | -28.3% | +18.9% | -47.2% | -35.2% |
| 3M | -46.9% | +13.2% | -60.1% | -50.7% |
| 6M | -24.9% | +38.3% | -63.1% | -38.6% |
| YTD | -46.6% | +38.9% | -85.5% | -56.8% |
| 1Y | -49.7% | +36.7% | -86.4% | -59.0% |
| 3Y | +40.6% | +76.6% | -36.0% | -2.1% |
| 5Y | +71.9% | +124.5% | -52.6% | +2.7% |
| 10Y | +1,180.9% | +674.5% | +506.4% | +343.7% |
| All | +1,180.9% | +689.5% | +491.4% | +343.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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