+1,854.5%
AXON vs MUB
+17.9%
+1,836.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -2.5% | -0.3% | -2.2% | -2.1% |
| 30D | -11.5% | -1.5% | -9.9% | -9.7% |
| 3M | +7.3% | -1.9% | +9.2% | +10.2% |
| 6M | -11.9% | -1.7% | -10.2% | -9.7% |
| YTD | -11.0% | -0.8% | -10.2% | -9.8% |
| 1Y | -31.8% | +1.5% | -33.2% | -32.6% |
| 3Y | +135.4% | +8.8% | +126.6% | +113.2% |
| 5Y | +176.9% | +2.0% | +174.9% | +168.2% |
| 10Y | +1,854.5% | +18.0% | +1,836.5% | +2,147.3% |
| All | +1,854.5% | +17.9% | +1,836.6% | +2,147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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