+1,046.6%
AXON vs MTZ
+420.7%
+625.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.3% | +4.0% | +3.0% |
| 7D | +0.8% | +5.0% | -4.2% | -0.7% |
| 30D | -22.8% | -6.0% | -16.8% | -22.7% |
| 3M | -48.8% | -36.1% | -12.6% | -43.1% |
| 6M | -16.3% | -56.9% | +40.6% | +1.7% |
| YTD | -44.5% | -15.9% | -28.5% | -46.4% |
| 1Y | -43.4% | -3.8% | -39.6% | -47.7% |
| 3Y | +44.3% | +272.3% | -228.0% | -15.2% |
| 5Y | +85.1% | +91.1% | -6.0% | +28.0% |
| All | +1,046.6% | +420.7% | +625.9% | +423.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling