+45.5%
UNP vs AXON
+42.7%
+2.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -18.2% | +15.6% | -1.8% |
| 7D | -4.6% | -26.8% | +22.3% | -3.3% |
| 30D | +5.6% | -22.9% | +28.5% | +6.8% |
| 3M | -1.3% | -40.1% | +38.8% | +0.6% |
| 6M | +9.2% | -18.9% | +28.1% | +9.7% |
| YTD | +27.3% | -44.9% | +72.2% | +30.6% |
| 1Y | +35.9% | -46.7% | +82.6% | +39.6% |
| 3Y | +45.5% | +44.3% | +1.1% | +27.0% |
| All | +45.5% | +42.7% | +2.8% | +27.0% |
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