-29.4%
AXON vs MTZ
+30.9%
-60.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.1% | -6.3% | -4.3% |
| 7D | -14.2% | -1.6% | -12.6% | -14.1% |
| 30D | -15.4% | -11.1% | -4.3% | -15.1% |
| 3M | +0.5% | -36.7% | +37.2% | +1.2% |
| 6M | -9.5% | -21.9% | +12.4% | -16.5% |
| YTD | -9.2% | +9.1% | -18.3% | -26.7% |
| 1Y | -29.4% | +30.0% | -59.3% | -46.2% |
| All | -29.4% | +30.9% | -60.2% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 1y: compounded portfolio wealth divided by compounded MTZ 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…
1y analysis · Full analysis span regression · 6 months rolling