+70.7%
MA vs AXON
+44.5%
+26.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +1.1% |
| 7D | +1.3% | +0.8% | +0.5% | +1.2% |
| 30D | +9.6% | -22.8% | +32.4% | +11.7% |
| 3M | +16.8% | -48.8% | +65.5% | +22.8% |
| 6M | +35.2% | -16.3% | +51.5% | +35.2% |
| YTD | +16.6% | -44.5% | +61.0% | +20.0% |
| 1Y | +19.8% | -43.4% | +63.2% | +23.1% |
| 3Y | +70.7% | +44.3% | +26.4% | +53.8% |
| All | +70.7% | +44.5% | +26.2% | +53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling