+855.4%
MU vs AXON
+42.7%
+812.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -18.2% | +23.3% | +7.2% |
| 7D | -22.0% | -26.8% | +4.8% | -19.2% |
| 30D | -36.6% | -22.9% | -13.7% | -34.7% |
| 3M | -21.7% | -40.1% | +18.4% | -17.6% |
| 6M | +3.5% | -18.9% | +22.4% | +1.7% |
| YTD | +141.9% | -44.9% | +186.8% | +155.2% |
| 1Y | +189.8% | -46.7% | +236.5% | +208.6% |
| 3Y | +855.4% | +44.3% | +811.0% | +771.9% |
| All | +855.4% | +42.7% | +812.7% | +771.9% |
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