+4,598.6%
MU vs AXON
+1,057.9%
+3,540.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +4.3% | +7.6% | +10.9% |
| 7D | +2.0% | -25.6% | +27.7% | +9.3% |
| 30D | -18.0% | -23.9% | +5.9% | -12.7% |
| 3M | -6.6% | -50.4% | +43.9% | +9.4% |
| 6M | +2.0% | -20.0% | +22.1% | +2.4% |
| YTD | +184.5% | -44.5% | +228.9% | +207.9% |
| 1Y | +236.9% | -44.9% | +281.7% | +266.3% |
| 3Y | +987.0% | +44.7% | +942.2% | +732.3% |
| 5Y | +1,014.6% | +86.7% | +927.9% | +647.5% |
| All | +4,598.6% | +1,057.9% | +3,540.6% | +1,939.3% |
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