+92,113.0%
AXON vs URI
+4,578.8%
+87,534.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.4% | +6.2% | +3.3% |
| 7D | +0.2% | -4.3% | +4.6% | +1.7% |
| 30D | +3.0% | +4.6% | -1.6% | +1.4% |
| 3M | -30.1% | -2.1% | -28.0% | -29.8% |
| 6M | +7.7% | +21.9% | -14.2% | -0.3% |
| YTD | -25.3% | +39.7% | -65.0% | -35.5% |
| 1Y | -39.9% | +32.9% | -72.8% | -47.2% |
| 3Y | +95.2% | +155.8% | -60.6% | +32.9% |
| 5Y | +129.9% | +202.4% | -72.6% | +45.3% |
| 10Y | +1,829.8% | +1,517.7% | +312.1% | +528.5% |
| All | +92,113.0% | +4,578.8% | +87,534.2% | +12,661.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling