+67,943.5%
AXON vs MTB
+470.3%
+67,473.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.9% | -17.3% | -17.8% |
| 7D | -26.8% | -1.3% | -25.5% | -26.3% |
| 30D | -22.9% | +0.5% | -23.4% | -22.9% |
| 3M | -40.1% | -12.4% | -27.7% | -36.6% |
| 6M | -18.9% | +1.5% | -20.4% | -19.3% |
| YTD | -44.9% | +10.3% | -55.2% | -47.3% |
| 1Y | -46.7% | +22.2% | -68.9% | -51.2% |
| 3Y | +44.3% | +96.9% | -52.6% | +5.3% |
| 5Y | +71.4% | +64.3% | +7.1% | +29.1% |
| 10Y | +1,324.0% | +137.8% | +1,186.2% | +688.1% |
| All | +67,943.5% | +470.3% | +67,473.2% | +18,798.8% |
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