+634.6%
MMM vs AXON
+61,473.8%
-60,839.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -18.2% | +16.8% | +0.2% |
| 7D | +6.2% | -26.8% | +33.0% | +9.0% |
| 30D | +14.2% | -22.9% | +37.1% | +16.7% |
| 3M | +2.9% | -40.1% | +43.0% | +7.2% |
| 6M | +27.6% | -18.9% | +46.4% | +28.4% |
| YTD | +17.3% | -44.9% | +62.2% | +21.5% |
| 1Y | +15.1% | -46.7% | +61.8% | +19.6% |
| 3Y | +157.1% | +44.3% | +112.8% | +139.7% |
| 5Y | +45.1% | +71.4% | -26.3% | +31.1% |
| 10Y | +83.9% | +1,324.0% | -1,240.2% | +32.4% |
| All | +634.6% | +61,473.8% | -60,839.2% | +299.1% |
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