+578.8%
MS vs AXON
+1,278.1%
-699.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.1% | +6.3% | +3.7% |
| 7D | +0.7% | -28.7% | +29.5% | +7.2% |
| 30D | -0.9% | -28.3% | +27.4% | +5.2% |
| 3M | -13.0% | -46.9% | +33.9% | -2.6% |
| 6M | -2.0% | -24.9% | +22.9% | +0.9% |
| YTD | +7.8% | -46.6% | +54.4% | +17.4% |
| 1Y | +17.9% | -49.7% | +67.5% | +29.9% |
| 3Y | +174.8% | +40.6% | +134.2% | +130.2% |
| 5Y | +119.9% | +71.9% | +48.0% | +68.7% |
| 10Y | +578.8% | +1,180.9% | -602.0% | +232.0% |
| All | +578.8% | +1,278.1% | -699.2% | +232.0% |
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