+1,079.5%
MPC vs AXON
+1,304.2%
-224.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -18.2% | +17.0% | +1.5% |
| 7D | -16.2% | -26.8% | +10.6% | -12.5% |
| 30D | -15.7% | -22.9% | +7.2% | -12.8% |
| 3M | +24.9% | -40.1% | +65.0% | +33.3% |
| 6M | +52.7% | -18.9% | +71.5% | +52.9% |
| YTD | +131.9% | -44.9% | +176.7% | +144.4% |
| 1Y | +96.6% | -46.7% | +143.3% | +108.2% |
| 3Y | +163.8% | +44.3% | +119.4% | +116.0% |
| 5Y | +533.1% | +71.4% | +461.7% | +379.2% |
| All | +1,079.5% | +1,304.2% | -224.8% | +485.8% |
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