+1,846.0%
AXON vs SPXU
-99.5%
+1,945.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.5% | -2.5% |
| 7D | -3.3% | +1.3% | -4.6% | -2.7% |
| 30D | -17.8% | +5.1% | -22.9% | -15.9% |
| 3M | +8.3% | -9.1% | +17.4% | +5.8% |
| 6M | -12.4% | -29.6% | +17.2% | -21.2% |
| YTD | -13.7% | -27.7% | +14.0% | -21.1% |
| 1Y | -33.1% | -37.0% | +3.9% | -41.2% |
| 3Y | +128.2% | -80.2% | +208.4% | +45.3% |
| 5Y | +170.5% | -86.0% | +256.5% | +82.3% |
| 10Y | +1,846.0% | -99.5% | +1,945.5% | +460.6% |
| All | +1,846.0% | -99.5% | +1,945.5% | +460.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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