+36.2%
UPS vs AXON
+1,845.5%
-1,809.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.5% |
| 7D | -2.1% | -2.5% | +0.4% | -1.9% |
| 30D | -2.3% | -11.5% | +9.2% | -1.1% |
| 3M | -5.2% | +7.3% | -12.5% | -6.6% |
| 6M | +1.4% | -11.9% | +13.4% | +1.7% |
| YTD | +6.1% | -11.0% | +17.1% | +5.8% |
| 1Y | +27.0% | -31.8% | +58.7% | +30.4% |
| 3Y | -25.9% | +135.4% | -161.3% | -37.8% |
| 5Y | -34.6% | +176.9% | -211.4% | -47.9% |
| 10Y | +36.2% | +1,854.5% | -1,818.3% | -15.0% |
| All | +36.2% | +1,845.5% | -1,809.3% | -15.0% |
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 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