+307.0%
UMC vs AXON
+61,949.9%
-61,642.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +4.3% | +2.7% | +6.3% |
| 7D | +0.1% | -25.6% | +25.8% | +4.6% |
| 30D | -28.7% | -23.9% | -4.8% | -25.8% |
| 3M | -15.1% | -50.4% | +35.3% | -6.3% |
| 6M | +5.0% | -20.0% | +25.0% | +6.1% |
| YTD | +108.2% | -44.5% | +152.6% | +120.2% |
| 1Y | +121.7% | -44.9% | +166.6% | +134.6% |
| 3Y | +139.8% | +44.7% | +95.1% | +108.9% |
| 5Y | +85.1% | +86.7% | -1.6% | +51.8% |
| 10Y | +1,341.4% | +1,060.5% | +280.9% | +740.0% |
| All | +307.0% | +61,949.9% | -61,642.9% | +18.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling