+109.5%
AXON vs URI
+178.2%
-68.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -7.1% | -2.7% | -7.2% |
| 7D | -12.7% | -12.9% | +0.3% | -8.1% |
| 30D | -8.6% | -3.4% | -5.2% | -7.3% |
| 3M | -37.2% | -10.0% | -27.2% | -34.9% |
| 6M | +0.5% | +12.2% | -11.7% | -4.7% |
| YTD | -32.6% | +29.8% | -62.4% | -41.3% |
| 1Y | -40.2% | +24.6% | -64.8% | -47.0% |
| 3Y | +76.1% | +137.6% | -61.5% | +7.7% |
| 5Y | +109.5% | +176.6% | -67.2% | +6.0% |
| All | +109.5% | +178.2% | -68.7% | +6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling