+1.5%
MCHP vs AXON
+139.5%
-137.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.2% | +5.6% | +2.0% |
| 7D | +1.7% | -14.2% | +15.9% | +3.5% |
| 30D | -4.1% | -15.4% | +11.3% | -2.5% |
| 3M | -22.5% | +0.5% | -23.0% | -22.8% |
| 6M | +7.3% | -9.5% | +16.8% | +8.1% |
| YTD | +18.4% | -9.2% | +27.6% | +19.0% |
| 1Y | +18.1% | -29.4% | +47.5% | +22.9% |
| All | +1.5% | +139.5% | -137.9% | -27.2% |
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