+40.2%
UNP vs AXON
+83.1%
-42.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.3% | -0.8% |
| 7D | +4.2% | +0.8% | +3.5% | +4.2% |
| 30D | +5.6% | -22.8% | +28.4% | +7.4% |
| 3M | +2.0% | -48.8% | +50.8% | +6.6% |
| 6M | +15.4% | -16.3% | +31.7% | +15.6% |
| YTD | +32.7% | -44.5% | +77.2% | +37.1% |
| 1Y | +39.4% | -43.4% | +82.8% | +43.7% |
| 3Y | +54.3% | +44.3% | +10.0% | +36.9% |
| All | +40.2% | +83.1% | -42.9% | +12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling