+0.5%
AXON vs URI
+12.6%
-12.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -7.1% | -2.7% | -7.9% |
| 7D | -12.7% | -12.9% | +0.3% | -9.8% |
| 30D | -8.6% | -3.4% | -5.2% | -7.5% |
| 3M | -37.2% | -10.0% | -27.2% | -37.0% |
| 6M | +0.5% | +12.2% | -11.7% | +3.0% |
| All | +0.5% | +12.6% | -12.1% | +3.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling