+80.2%
AXON vs MUB
+2.8%
+77.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -1.2% |
| 7D | -19.7% | -0.8% | -18.9% | -18.6% |
| 30D | -25.7% | +2.4% | -28.1% | -28.7% |
| 3M | -48.8% | -1.1% | -47.7% | -47.9% |
| 6M | -22.0% | -1.0% | -21.0% | -20.5% |
| YTD | -45.9% | -0.3% | -45.6% | -45.4% |
| 1Y | -46.1% | 0.0% | -46.1% | -45.7% |
| 3Y | +40.9% | +10.2% | +30.8% | +20.1% |
| 5Y | +80.2% | +2.9% | +77.3% | +66.4% |
| All | +80.2% | +2.8% | +77.4% | +66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling