+14.5%
MDB vs AXON
-28.9%
+43.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.2% | +0.1% | -2.1% |
| 7D | -17.4% | -14.2% | -3.3% | -11.4% |
| 30D | -2.0% | -15.4% | +13.4% | +5.2% |
| 3M | -3.0% | +0.5% | -3.5% | -4.5% |
| 6M | +48.7% | -9.5% | +58.2% | +46.9% |
| YTD | -12.1% | -9.2% | -2.9% | -14.2% |
| 1Y | +14.5% | -29.4% | +43.9% | +15.3% |
| All | +14.5% | -28.9% | +43.4% | +15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling