+445.3%
MP vs AXON
+469.8%
-24.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.2% | +5.6% | +2.5% |
| 7D | -2.9% | -14.2% | +11.3% | +0.9% |
| 30D | +13.8% | -15.4% | +29.2% | +18.3% |
| 3M | -16.7% | +0.5% | -17.2% | -17.9% |
| 6M | -11.5% | -9.5% | -2.0% | -11.2% |
| YTD | +7.9% | -9.2% | +17.1% | +7.4% |
| 1Y | -15.0% | -29.4% | +14.3% | -10.0% |
| 3Y | +153.5% | +139.4% | +14.1% | +59.8% |
| 5Y | +58.7% | +178.9% | -120.3% | -13.3% |
| All | +445.3% | +469.8% | -24.5% | +163.9% |
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