+1,304.8%
AXON vs URI
+1,374.0%
-69.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +1.1% | -19.3% | -18.6% |
| 7D | -26.8% | -9.8% | -17.0% | -24.0% |
| 30D | -22.9% | +1.7% | -24.7% | -23.4% |
| 3M | -40.1% | -9.1% | -31.0% | -38.1% |
| 6M | -18.9% | +9.9% | -28.7% | -22.5% |
| YTD | -44.9% | +31.2% | -76.1% | -52.1% |
| 1Y | -46.7% | +25.9% | -72.6% | -52.9% |
| 3Y | +44.3% | +147.4% | -103.0% | -6.5% |
| 5Y | +71.4% | +179.7% | -108.4% | +2.3% |
| All | +1,304.8% | +1,374.0% | -69.1% | +316.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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