-68.4%
U vs AXON
+71.5%
-139.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -18.2% | +23.7% | +13.4% |
| 7D | +36.6% | -26.8% | +63.4% | +53.1% |
| 30D | +13.3% | -22.9% | +36.2% | +23.9% |
| 3M | +26.2% | -40.1% | +66.3% | +52.8% |
| 6M | +88.7% | -18.9% | +107.6% | +87.1% |
| YTD | +16.6% | -44.9% | +61.5% | +39.3% |
| 1Y | +29.0% | -46.7% | +75.6% | +56.6% |
| 3Y | +99.5% | +44.3% | +55.2% | -15.3% |
| All | -68.4% | +71.5% | -139.9% | -92.4% |
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 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