+44.3%
AXON vs MUB
+11.6%
+32.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +0.1% | -18.3% | -18.3% |
| 7D | -26.8% | +0.7% | -27.5% | -27.7% |
| 30D | -22.9% | +4.4% | -27.3% | -28.1% |
| 3M | -40.1% | -0.4% | -39.7% | -39.9% |
| 6M | -18.9% | -0.9% | -18.0% | -18.0% |
| YTD | -44.9% | +0.1% | -45.0% | -44.8% |
| 1Y | -46.7% | +0.5% | -47.2% | -46.7% |
| 3Y | +44.3% | +11.7% | +32.6% | +20.3% |
| All | +44.3% | +11.6% | +32.8% | +20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling