+33.4%
UBER vs AXON
+44.5%
-11.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.4% |
| 7D | +1.6% | +0.8% | +0.8% | +1.4% |
| 30D | +0.6% | -22.8% | +23.3% | +4.3% |
| 3M | -8.2% | -48.8% | +40.6% | +1.7% |
| 6M | -6.7% | -16.3% | +9.6% | -6.1% |
| YTD | -14.7% | -44.5% | +29.7% | -8.8% |
| 1Y | -24.1% | -43.4% | +19.3% | -19.1% |
| 3Y | +33.4% | +44.3% | -10.9% | +1.2% |
| All | +33.4% | +44.5% | -11.1% | +1.2% |
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