-33.1%
AXON vs USHY
+4.0%
-37.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -2.3% |
| 7D | -3.3% | -0.1% | -3.2% | -2.8% |
| 30D | -17.8% | 0.0% | -17.8% | -17.4% |
| 3M | +8.3% | +0.8% | +7.4% | +6.2% |
| 6M | -12.4% | +1.9% | -14.3% | -16.9% |
| YTD | -13.7% | +2.3% | -16.0% | -18.4% |
| 1Y | -33.1% | +4.1% | -37.2% | -38.6% |
| All | -33.1% | +4.0% | -37.1% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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