+240.8%
TMUS vs AXON
+1,048.6%
-807.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | +9.5% | -27.4% | +36.9% | +12.7% |
| 30D | +13.8% | -28.5% | +42.3% | +17.1% |
| 3M | -4.6% | -49.3% | +44.7% | +1.5% |
| 6M | -11.7% | -25.0% | +13.3% | -10.7% |
| YTD | -15.4% | -46.7% | +31.3% | -11.9% |
| 1Y | -16.1% | -48.3% | +32.1% | -12.5% |
| 3Y | +20.5% | +38.8% | -18.3% | +4.5% |
| 5Y | +48.7% | +77.7% | -29.0% | +19.7% |
| 10Y | +240.8% | +1,028.0% | -787.2% | +101.4% |
| All | +240.8% | +1,048.6% | -807.8% | +101.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling