+257.0%
MUU vs AXON
-50.5%
+307.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.6% |
| 7D | -32.5% | -27.4% | -5.1% | -33.2% |
| 30D | -55.2% | -28.5% | -26.8% | -55.8% |
| 3M | -40.7% | -49.3% | +8.5% | -43.4% |
| 6M | -43.9% | -25.0% | -18.9% | -44.4% |
| YTD | +203.2% | -46.7% | +249.9% | +232.8% |
| 1Y | +257.0% | -48.3% | +305.3% | +355.1% |
| All | +257.0% | -50.5% | +307.5% | +355.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling