+1,016.4%
AXON vs MXL
+176.8%
+839.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -1.0% | -2.4% |
| 7D | -19.7% | +33.1% | -52.8% | -24.0% |
| 30D | -25.7% | -33.5% | +7.8% | -21.9% |
| 3M | -48.8% | -20.7% | -28.1% | -48.8% |
| 6M | -22.0% | -35.9% | +13.9% | -22.7% |
| YTD | -45.9% | +238.3% | -284.2% | -66.5% |
| 1Y | -46.1% | +296.2% | -342.3% | -68.0% |
| 3Y | +40.9% | +254.1% | -213.2% | -25.8% |
| 5Y | +80.2% | -14.1% | +94.4% | +34.6% |
| All | +1,016.4% | +176.8% | +839.6% | +393.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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