-44.9%
AXON vs URI
+36.3%
-81.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.2% | +0.1% | +3.7% |
| 7D | -25.6% | +2.6% | -28.2% | -25.8% |
| 30D | -23.9% | +9.1% | -33.0% | -24.6% |
| 3M | -50.4% | +1.0% | -51.4% | -50.7% |
| 6M | -20.0% | +23.3% | -43.4% | -21.7% |
| YTD | -44.5% | +43.3% | -87.8% | -48.6% |
| 1Y | -44.9% | +35.9% | -80.8% | -47.5% |
| All | -44.9% | +36.3% | -81.2% | -47.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling