+23.0%
MMM vs AXON
-40.7%
+63.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +1.8% | +7.7% | +9.5% |
| 7D | +12.2% | +0.2% | +12.0% | +12.2% |
| 30D | +18.8% | +3.0% | +15.8% | +18.7% |
| 3M | +7.4% | -30.1% | +37.5% | +7.8% |
| 6M | +38.3% | +7.7% | +30.6% | +38.9% |
| YTD | +22.9% | -25.3% | +48.2% | +25.8% |
| 1Y | +23.0% | -39.9% | +62.9% | +25.7% |
| All | +23.0% | -40.7% | +63.7% | +25.7% |
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