+88.4%
AXON vs USHY
+19.5%
+68.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +3.0% |
| 7D | +0.8% | -0.4% | +1.2% | +1.8% |
| 30D | -22.8% | +0.6% | -23.4% | -23.7% |
| 3M | -48.8% | -2.0% | -46.8% | -46.1% |
| 6M | -16.3% | -0.5% | -15.8% | -14.6% |
| YTD | -44.5% | +0.6% | -45.1% | -44.6% |
| 1Y | -43.4% | +2.1% | -45.5% | -45.4% |
| 3Y | +44.3% | +25.3% | +18.9% | -8.3% |
| All | +88.4% | +19.5% | +68.9% | +56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling