+44.3%
AXON vs SPXU
-79.5%
+123.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.7% | -17.4% | -18.5% |
| 7D | -26.8% | +7.6% | -34.4% | -24.0% |
| 30D | -22.9% | +17.5% | -40.4% | -16.7% |
| 3M | -40.1% | +14.7% | -54.7% | -35.6% |
| 6M | -18.9% | -0.1% | -18.8% | -16.3% |
| YTD | -44.9% | -19.8% | -25.1% | -46.9% |
| 1Y | -46.7% | -23.7% | -23.0% | -49.3% |
| 3Y | +44.3% | -79.5% | +123.8% | -4.6% |
| All | +44.3% | -79.5% | +123.8% | -4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling