+176.9%
AXON vs USHY
+21.9%
+155.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -1.9% |
| 7D | -2.5% | 0.0% | -2.5% | -2.5% |
| 30D | -11.5% | 0.0% | -11.5% | -11.4% |
| 3M | +7.3% | +1.2% | +6.1% | +5.0% |
| 6M | -11.9% | +2.6% | -14.6% | -16.4% |
| YTD | -11.0% | +2.4% | -13.5% | -15.1% |
| 1Y | -31.8% | +4.2% | -36.0% | -37.3% |
| 3Y | +135.4% | +28.0% | +107.4% | +42.3% |
| 5Y | +176.9% | +21.8% | +155.1% | +124.5% |
| All | +176.9% | +21.9% | +155.0% | +124.5% |
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