+920.8%
MDB vs AXON
+1,123.5%
-202.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -3.1% | +7.8% | +6.1% |
| 7D | -0.9% | -28.7% | +27.8% | +14.1% |
| 30D | -15.2% | -28.3% | +13.1% | -2.5% |
| 3M | -17.9% | -46.9% | +29.0% | +8.0% |
| 6M | +9.3% | -24.9% | +34.2% | +21.3% |
| YTD | -22.0% | -46.6% | +24.6% | -1.0% |
| 1Y | -9.3% | -49.7% | +40.4% | +18.2% |
| 3Y | -10.4% | +40.6% | -50.9% | -35.4% |
| 5Y | -43.2% | +71.9% | -115.1% | -64.9% |
| All | +920.8% | +1,123.5% | -202.7% | +239.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling