-46.7%
AXON vs URI
+26.0%
-72.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +1.1% | -19.3% | -18.3% |
| 7D | -26.8% | -9.8% | -17.0% | -25.8% |
| 30D | -22.9% | +1.7% | -24.7% | -22.8% |
| 3M | -40.1% | -9.1% | -31.0% | -39.7% |
| 6M | -18.9% | +9.9% | -28.7% | -19.6% |
| YTD | -44.9% | +31.2% | -76.1% | -48.4% |
| 1Y | -46.7% | +25.9% | -72.6% | -49.4% |
| All | -46.7% | +26.0% | -72.7% | -49.4% |
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