+237.4%
MP vs AXON
+322.7%
-85.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -9.8% | +3.8% | -3.4% |
| 7D | -19.0% | -12.7% | -6.3% | -15.9% |
| 30D | -30.5% | -8.6% | -21.9% | -28.8% |
| 3M | -29.6% | -37.2% | +7.7% | -20.8% |
| 6M | -50.4% | +0.5% | -50.9% | -51.6% |
| YTD | -33.2% | -32.6% | -0.6% | -28.1% |
| 1Y | -38.6% | -40.2% | +1.6% | -31.7% |
| 3Y | +105.5% | +76.1% | +29.4% | +40.7% |
| 5Y | -7.8% | +109.5% | -117.3% | -45.5% |
| All | +237.4% | +322.7% | -85.3% | +76.7% |
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 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