+293.8%
UNP vs AXON
+1,278.1%
-984.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.1% | +5.5% | +2.7% |
| 7D | -3.3% | -28.7% | +25.5% | +0.4% |
| 30D | +6.7% | -28.3% | +35.0% | +10.6% |
| 3M | +1.8% | -46.9% | +48.7% | +8.9% |
| 6M | +13.3% | -24.9% | +38.2% | +15.2% |
| YTD | +30.3% | -46.6% | +77.0% | +37.0% |
| 1Y | +36.9% | -49.7% | +86.6% | +45.0% |
| 3Y | +50.9% | +40.6% | +10.4% | +32.2% |
| 5Y | +37.9% | +71.9% | -33.9% | +13.5% |
| 10Y | +293.8% | +1,180.9% | -887.1% | +132.7% |
| All | +293.8% | +1,278.1% | -984.3% | +132.7% |
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 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