-39.9%
AXON vs USFD
+49.6%
-89.5%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.5% | -6.6% | +1.2% |
| 7D | +0.2% | +7.8% | -7.6% | -0.3% |
| 30D | +3.0% | +16.2% | -13.2% | +2.0% |
| 3M | -30.1% | +11.0% | -41.1% | -30.6% |
| 6M | +7.7% | +20.7% | -13.0% | +8.4% |
| YTD | -25.3% | +46.0% | -71.3% | -32.7% |
| 1Y | -39.9% | +49.8% | -89.7% | -46.6% |
| All | -39.9% | +49.6% | -89.5% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 1y: compounded portfolio wealth divided by compounded USFD 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…
1y analysis · Full analysis span regression · 6 months rolling