+642.2%
MPC vs AXON
+179.8%
+462.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.2% | +4.5% | +0.6% |
| 7D | +5.4% | -14.2% | +19.6% | +6.4% |
| 30D | +31.0% | -15.4% | +46.4% | +32.0% |
| 3M | +46.0% | +0.5% | +45.5% | +45.0% |
| 6M | +77.3% | -9.5% | +86.8% | +77.3% |
| YTD | +141.9% | -9.2% | +151.1% | +141.1% |
| 1Y | +120.9% | -29.4% | +150.3% | +125.0% |
| 3Y | +182.7% | +139.4% | +43.3% | +144.1% |
| All | +642.2% | +179.8% | +462.4% | +488.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling