+11,233.4%
AXON vs SPXU
-100.0%
+11,333.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.3% | -5.4% | -3.7% |
| 7D | -14.2% | -0.1% | -14.0% | -14.0% |
| 30D | -15.4% | +0.8% | -16.2% | -14.8% |
| 3M | +0.5% | -4.7% | +5.2% | +0.2% |
| 6M | -9.5% | -29.6% | +20.1% | -19.1% |
| YTD | -9.2% | -29.9% | +20.7% | -18.3% |
| 1Y | -29.4% | -39.1% | +9.7% | -39.2% |
| 3Y | +139.4% | -80.0% | +219.4% | +50.0% |
| 5Y | +178.9% | -86.0% | +265.0% | +84.2% |
| 10Y | +1,840.8% | -99.5% | +1,940.3% | +402.9% |
| All | +11,233.4% | -100.0% | +11,333.4% | +697.1% |
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