+1,180.9%
AXON vs MTB
+136.2%
+1,044.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.3% | -5.4% | -3.8% |
| 7D | -28.7% | -0.8% | -28.0% | -28.5% |
| 30D | -28.3% | +2.4% | -30.7% | -28.7% |
| 3M | -46.9% | -10.5% | -36.4% | -45.1% |
| 6M | -24.9% | +6.4% | -31.3% | -26.1% |
| YTD | -46.6% | +12.8% | -59.4% | -48.5% |
| 1Y | -49.7% | +23.3% | -73.0% | -52.7% |
| 3Y | +40.6% | +108.2% | -67.7% | +12.5% |
| 5Y | +71.9% | +68.6% | +3.3% | +42.9% |
| 10Y | +1,180.9% | +125.3% | +1,055.6% | +798.6% |
| All | +1,180.9% | +136.2% | +1,044.7% | +798.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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