+183.5%
MAR vs AXON
+83.1%
+100.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -0.8% |
| 7D | +1.6% | +0.8% | +0.8% | +1.4% |
| 30D | +13.8% | -22.8% | +36.6% | +18.2% |
| 3M | +20.3% | -48.8% | +69.0% | +33.4% |
| 6M | +21.3% | -16.3% | +37.6% | +20.8% |
| YTD | +37.2% | -44.5% | +81.7% | +46.3% |
| 1Y | +48.4% | -43.4% | +91.8% | +57.4% |
| 3Y | +120.1% | +44.3% | +75.9% | +70.1% |
| All | +183.5% | +83.1% | +100.4% | +79.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling