+170.5%
AXON vs UUUU
+132.1%
+38.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -3.0% |
| 7D | -3.3% | +1.8% | -5.2% | -3.6% |
| 30D | -17.8% | +1.8% | -19.7% | -18.1% |
| 3M | +8.3% | +1.3% | +7.0% | +7.4% |
| 6M | -12.4% | -26.8% | +14.4% | -9.9% |
| YTD | -13.7% | +0.1% | -13.8% | -16.3% |
| 1Y | -33.1% | +11.2% | -44.3% | -37.4% |
| 3Y | +128.2% | +97.7% | +30.5% | +83.4% |
| 5Y | +170.5% | +127.3% | +43.2% | +99.2% |
| All | +170.5% | +132.1% | +38.4% | +99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling