+568.4%
MA vs AXON
+1,048.6%
-480.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +1.8% | -27.4% | +29.2% | +7.0% |
| 30D | +11.8% | -28.5% | +40.3% | +17.8% |
| 3M | +17.2% | -49.3% | +66.4% | +30.1% |
| 6M | +33.4% | -25.0% | +58.4% | +36.5% |
| YTD | +16.1% | -46.7% | +62.9% | +24.7% |
| 1Y | +19.9% | -48.3% | +68.2% | +29.3% |
| 3Y | +70.1% | +38.8% | +31.3% | +42.2% |
| 5Y | +89.6% | +77.7% | +11.9% | +44.0% |
| 10Y | +568.4% | +1,028.0% | -459.6% | +255.7% |
| All | +568.4% | +1,048.6% | -480.2% | +255.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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