+27.0%
UPS vs AXON
-31.4%
+58.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.6% |
| 7D | -2.1% | -2.5% | +0.4% | -2.0% |
| 30D | -2.3% | -11.5% | +9.2% | -1.6% |
| 3M | -5.2% | +7.3% | -12.5% | -5.4% |
| 6M | +1.4% | -11.9% | +13.4% | +1.7% |
| YTD | +6.1% | -11.0% | +17.1% | +8.7% |
| 1Y | +27.0% | -31.8% | +58.7% | +33.9% |
| All | +27.0% | -31.4% | +58.4% | +33.9% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling