+284.4%
MUU vs AXON
-10.0%
+294.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -4.2% | +15.8% | +10.3% |
| 7D | +17.4% | -14.2% | +31.5% | +12.4% |
| 30D | +24.0% | -15.4% | +39.4% | +19.0% |
| 3M | -23.9% | +0.5% | -24.4% | -15.9% |
| 6M | +284.4% | -9.5% | +293.9% | +397.9% |
| All | +284.4% | -10.0% | +294.5% | +397.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling