+893.4%
MU vs AXON
+71.5%
+821.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.1% | +9.4% | +6.9% |
| 7D | -12.0% | -28.7% | +16.7% | -6.1% |
| 30D | -28.7% | -28.3% | -0.4% | -24.0% |
| 3M | -16.4% | -46.9% | +30.5% | -6.1% |
| 6M | -1.8% | -24.9% | +23.1% | -1.0% |
| YTD | +157.1% | -46.6% | +203.7% | +178.3% |
| 1Y | +208.5% | -49.7% | +258.2% | +240.8% |
| 3Y | +906.2% | +40.6% | +865.6% | +629.4% |
| 5Y | +893.4% | +71.9% | +821.5% | +529.2% |
| All | +893.4% | +71.5% | +821.9% | +529.2% |
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