-17.0%
MCHP vs AXON
+84.3%
-101.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.3% | -1.3% | +2.0% |
| 7D | -17.5% | -25.6% | +8.1% | -11.9% |
| 30D | -15.8% | -23.9% | +8.0% | -10.6% |
| 3M | -22.9% | -50.4% | +27.6% | -11.0% |
| 6M | -36.6% | -20.0% | -16.5% | -34.9% |
| YTD | -0.8% | -44.5% | +43.6% | +8.9% |
| 1Y | +16.5% | -44.9% | +61.4% | +28.3% |
| 3Y | -13.6% | +44.7% | -58.3% | -38.3% |
| 5Y | -17.0% | +86.7% | -103.7% | -51.5% |
| All | -17.0% | +84.3% | -101.4% | -51.5% |
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