+80.3%
MMM vs AXON
+1,304.2%
-1,223.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -18.2% | +16.8% | +0.5% |
| 7D | +6.2% | -26.8% | +33.0% | +9.5% |
| 30D | +14.2% | -22.9% | +37.1% | +17.1% |
| 3M | +2.9% | -40.1% | +43.0% | +7.9% |
| 6M | +27.6% | -18.9% | +46.4% | +28.4% |
| YTD | +17.3% | -44.9% | +62.2% | +22.4% |
| 1Y | +15.1% | -46.7% | +61.8% | +20.5% |
| 3Y | +157.1% | +44.3% | +112.8% | +134.2% |
| 5Y | +45.1% | +71.4% | -26.3% | +26.8% |
| All | +80.3% | +1,304.2% | -1,223.9% | +26.5% |
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