+71.9%
AXON vs URI
+199.0%
-127.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +6.9% | -10.0% | -5.6% |
| 7D | -28.7% | -4.0% | -24.7% | -27.8% |
| 30D | -28.3% | +6.8% | -35.1% | -30.1% |
| 3M | -46.9% | -2.8% | -44.1% | -46.6% |
| 6M | -24.9% | +20.9% | -45.7% | -30.7% |
| YTD | -46.6% | +40.2% | -86.9% | -54.9% |
| 1Y | -49.7% | +34.1% | -83.8% | -56.7% |
| 3Y | +40.6% | +164.1% | -123.6% | -17.8% |
| 5Y | +71.9% | +199.3% | -127.5% | -13.7% |
| All | +71.9% | +199.0% | -127.1% | -13.7% |
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