+822.0%
MU vs AXON
+105.6%
+716.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -9.8% | -7.6% | -15.4% |
| 7D | -29.7% | -12.7% | -17.1% | -27.5% |
| 30D | -37.2% | -8.6% | -28.6% | -35.9% |
| 3M | -26.5% | -37.2% | +10.7% | -19.8% |
| 6M | +2.6% | +0.5% | +2.0% | -2.8% |
| YTD | +130.1% | -32.6% | +162.8% | +139.4% |
| 1Y | +176.7% | -40.2% | +216.9% | +198.5% |
| 3Y | +813.1% | +76.1% | +737.0% | +537.5% |
| 5Y | +822.0% | +109.5% | +712.5% | +466.7% |
| All | +822.0% | +105.6% | +716.4% | +466.7% |
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