+88.4%
AXON vs URI
+203.0%
-114.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.3% | +4.0% | +3.2% |
| 7D | +0.8% | +6.7% | -5.9% | -1.7% |
| 30D | -22.8% | +8.9% | -31.6% | -25.2% |
| 3M | -48.8% | +0.5% | -49.3% | -49.0% |
| 6M | -16.3% | +20.7% | -37.0% | -22.8% |
| YTD | -44.5% | +40.0% | -84.5% | -53.0% |
| 1Y | -43.4% | +34.4% | -77.8% | -51.3% |
| 3Y | +44.3% | +149.5% | -105.2% | -12.9% |
| All | +88.4% | +203.0% | -114.6% | -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