+6.1%
MCHP vs AXON
+177.9%
-171.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.9% | -0.6% |
| 7D | +2.8% | -2.5% | +5.2% | +3.2% |
| 30D | -12.8% | -11.5% | -1.3% | -11.0% |
| 3M | -19.2% | +7.3% | -26.5% | -21.5% |
| 6M | +14.5% | -11.9% | +26.5% | +15.4% |
| YTD | +17.1% | -11.0% | +28.1% | +16.7% |
| 1Y | +15.3% | -31.8% | +47.1% | +22.3% |
| 3Y | +0.5% | +135.4% | -134.9% | -35.3% |
| 5Y | +6.1% | +176.9% | -170.8% | -41.8% |
| All | +6.1% | +177.9% | -171.9% | -41.8% |
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