+1,243.3%
MCHP vs AXON
+60,315.1%
-59,071.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.6% | +0.3% |
| 7D | -4.3% | -19.7% | +15.5% | -1.0% |
| 30D | -16.3% | -25.7% | +9.4% | -12.3% |
| 3M | -21.4% | -48.8% | +27.4% | -13.2% |
| 6M | -35.8% | -22.0% | -13.8% | -34.2% |
| YTD | -0.9% | -45.9% | +45.0% | +6.0% |
| 1Y | +14.5% | -46.1% | +60.6% | +22.6% |
| 3Y | -13.7% | +40.9% | -54.6% | -23.1% |
| 5Y | -16.9% | +80.2% | -97.2% | -30.0% |
| 10Y | +137.5% | +1,029.9% | -892.4% | +53.0% |
| All | +1,243.3% | +60,315.1% | -59,071.8% | +472.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling