+6,779.1%
AXON vs SPXU
-100.0%
+6,879.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.7% | -17.4% | -18.5% |
| 7D | -26.8% | +7.6% | -34.4% | -24.1% |
| 30D | -22.9% | +17.5% | -40.4% | -16.9% |
| 3M | -40.1% | +14.7% | -54.7% | -35.8% |
| 6M | -18.9% | -0.1% | -18.8% | -16.5% |
| YTD | -44.9% | -19.8% | -25.1% | -47.1% |
| 1Y | -46.7% | -23.7% | -23.0% | -49.5% |
| 3Y | +44.3% | -79.5% | +123.8% | -8.5% |
| 5Y | +71.4% | -81.9% | +153.3% | +26.3% |
| 10Y | +1,324.0% | -99.5% | +1,423.5% | +273.5% |
| All | +6,779.1% | -100.0% | +6,879.1% | +416.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling