+1,120.0%
MPC vs AXON
+1,827.7%
-707.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.2% | +4.5% | +0.9% |
| 7D | +5.4% | -14.2% | +19.6% | +7.7% |
| 30D | +31.0% | -15.4% | +46.4% | +33.6% |
| 3M | +46.0% | +0.5% | +45.5% | +43.9% |
| 6M | +77.3% | -9.5% | +86.8% | +76.2% |
| YTD | +141.9% | -9.2% | +151.1% | +138.5% |
| 1Y | +120.9% | -29.4% | +150.3% | +126.4% |
| 3Y | +182.7% | +139.4% | +43.3% | +116.8% |
| 5Y | +646.4% | +178.9% | +467.5% | +431.6% |
| All | +1,120.0% | +1,827.7% | -707.7% | +475.2% |
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