+3,463.7%
AXON vs MUB
+76.3%
+3,387.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | -14.2% | -0.9% | -13.3% | -13.7% |
| 30D | -15.4% | -1.4% | -14.0% | -14.5% |
| 3M | +0.5% | -2.2% | +2.6% | +2.0% |
| 6M | -9.5% | -1.9% | -7.6% | -8.2% |
| YTD | -9.2% | -0.8% | -8.4% | -8.5% |
| 1Y | -29.4% | +2.7% | -32.1% | -30.3% |
| 3Y | +139.4% | +8.6% | +130.8% | +128.4% |
| 5Y | +178.9% | +2.0% | +176.9% | +173.9% |
| 10Y | +1,840.8% | +17.9% | +1,822.9% | +1,749.3% |
| All | +3,463.7% | +76.3% | +3,387.4% | +2,710.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling