+1,304.8%
AXON vs MUB
+20.8%
+1,284.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +0.1% | -18.3% | -18.3% |
| 7D | -26.8% | +0.7% | -27.5% | -27.5% |
| 30D | -22.9% | +4.4% | -27.3% | -27.1% |
| 3M | -40.1% | -0.2% | -39.9% | -39.9% |
| 6M | -18.9% | -0.6% | -18.3% | -18.1% |
| YTD | -44.9% | +0.3% | -45.2% | -44.9% |
| 1Y | -46.7% | +0.8% | -47.5% | -47.0% |
| 3Y | +44.3% | +12.0% | +32.3% | +26.0% |
| 5Y | +71.4% | +3.4% | +67.9% | +63.1% |
| All | +1,304.8% | +20.8% | +1,284.1% | +1,432.7% |
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