+78.8%
U vs AXON
+38.6%
+40.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | +24.4% | -27.4% | +51.7% | +31.1% |
| 30D | +7.4% | -28.5% | +35.8% | +13.6% |
| 3M | +16.8% | -49.3% | +66.1% | +32.9% |
| 6M | +78.8% | -25.0% | +103.8% | +82.0% |
| YTD | +14.0% | -46.7% | +60.7% | +23.5% |
| 1Y | +16.7% | -48.3% | +65.0% | +27.1% |
| All | +78.8% | +38.6% | +40.2% | +36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling