+1,787.9%
AXON vs UUUU
+465.5%
+1,322.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +0.8% |
| 7D | -7.0% | -10.5% | +3.5% | -5.6% |
| 30D | -20.1% | -10.5% | -9.6% | -18.9% |
| 3M | +7.4% | -14.1% | +21.6% | +9.2% |
| 6M | -7.4% | -35.5% | +28.1% | -3.0% |
| YTD | -15.6% | -10.9% | -4.7% | -16.8% |
| 1Y | -36.2% | +3.4% | -39.5% | -39.7% |
| 3Y | +124.8% | +73.1% | +51.7% | +85.2% |
| 5Y | +166.6% | +87.1% | +79.4% | +104.3% |
| All | +1,787.9% | +465.5% | +1,322.4% | +915.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling