+184.8%
MPC vs AXON
+40.0%
+144.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -8.8% | -27.4% | +18.5% | -8.4% |
| 30D | -14.4% | -28.5% | +14.1% | -13.9% |
| 3M | +21.9% | -49.3% | +71.2% | +23.3% |
| 6M | +60.1% | -25.0% | +85.2% | +59.5% |
| YTD | +142.3% | -46.7% | +189.0% | +144.6% |
| 1Y | +101.7% | -48.3% | +150.0% | +103.9% |
| 3Y | +184.8% | +38.8% | +146.0% | +150.8% |
| All | +184.8% | +40.0% | +144.8% | +150.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling