+1,046.6%
AXON vs MUB
+21.8%
+1,024.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.2% |
| 7D | +0.8% | -1.3% | +2.0% | +2.5% |
| 30D | -22.8% | +2.2% | -24.9% | -25.0% |
| 3M | -48.8% | -1.6% | -47.1% | -47.6% |
| 6M | -16.3% | -1.3% | -15.0% | -14.6% |
| YTD | -44.5% | -0.7% | -43.8% | -43.7% |
| 1Y | -43.4% | -0.2% | -43.2% | -43.0% |
| 3Y | +44.3% | +9.6% | +34.6% | +28.5% |
| 5Y | +85.1% | +2.6% | +82.5% | +78.2% |
| All | +1,046.6% | +21.8% | +1,024.8% | +1,081.9% |
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