+1,854.5%
AXON vs TRU
+138.6%
+1,715.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.8% | -0.7% |
| 7D | -2.5% | -7.2% | +4.7% | +1.0% |
| 30D | -11.5% | -2.8% | -8.7% | -10.2% |
| 3M | +7.3% | +13.0% | -5.7% | +1.6% |
| 6M | -11.9% | +0.7% | -12.6% | -11.9% |
| YTD | -11.0% | -9.0% | -2.0% | -7.7% |
| 1Y | -31.8% | -16.3% | -15.4% | -27.2% |
| 3Y | +135.4% | -1.1% | +136.5% | +117.3% |
| 5Y | +176.9% | -36.0% | +212.9% | +217.9% |
| 10Y | +1,854.5% | +139.9% | +1,714.6% | +1,596.7% |
| All | +1,854.5% | +138.6% | +1,715.9% | +1,596.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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