+112,002.2%
AXON vs MTB
+528.2%
+111,474.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.1% | -4.1% |
| 7D | -14.2% | +1.7% | -15.9% | -14.7% |
| 30D | -15.4% | -4.2% | -11.2% | -13.8% |
| 3M | +0.5% | +8.9% | -8.4% | -3.0% |
| 6M | -9.5% | +10.9% | -20.4% | -13.5% |
| YTD | -9.2% | +21.5% | -30.7% | -16.7% |
| 1Y | -29.4% | +21.9% | -51.3% | -35.4% |
| 3Y | +139.4% | +109.2% | +30.2% | +69.6% |
| 5Y | +178.9% | +102.0% | +76.9% | +90.6% |
| 10Y | +1,840.8% | +171.9% | +1,668.9% | +910.1% |
| All | +112,002.2% | +528.2% | +111,474.0% | +29,760.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling