+135.4%
AXON vs UUUU
+99.2%
+36.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.0% | -2.1% |
| 7D | -2.5% | +2.8% | -5.3% | -2.8% |
| 30D | -11.5% | +3.4% | -14.9% | -11.8% |
| 3M | +7.3% | -3.9% | +11.2% | +7.2% |
| 6M | -11.9% | -23.2% | +11.2% | -10.7% |
| YTD | -11.0% | +0.6% | -11.6% | -12.0% |
| 1Y | -31.8% | +22.9% | -54.6% | -34.2% |
| 3Y | +135.4% | +98.6% | +36.8% | +108.7% |
| All | +135.4% | +99.2% | +36.2% | +108.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling