+1,857.3%
UMC vs AXON
+1,811.1%
+46.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.1% | +7.0% | +4.5% |
| 7D | +13.6% | -3.3% | +17.0% | +14.1% |
| 30D | +20.8% | -17.8% | +38.6% | +24.0% |
| 3M | +16.1% | +8.3% | +7.9% | +12.5% |
| 6M | +137.3% | -12.4% | +149.7% | +136.6% |
| YTD | +193.8% | -13.7% | +207.5% | +191.9% |
| 1Y | +236.1% | -33.1% | +269.1% | +248.3% |
| 3Y | +267.1% | +128.2% | +138.9% | +183.4% |
| 5Y | +145.3% | +170.5% | -25.2% | +75.3% |
| 10Y | +1,857.3% | +1,846.0% | +11.3% | +1,053.5% |
| All | +1,857.3% | +1,811.1% | +46.3% | +1,053.5% |
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