+44.3%
UPS vs AXON
+1,278.1%
-1,233.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.1% | +5.6% | +2.8% |
| 7D | +1.1% | -28.7% | +29.9% | +4.9% |
| 30D | +17.3% | -28.3% | +45.6% | +21.5% |
| 3M | +7.9% | -46.9% | +54.8% | +15.2% |
| 6M | +13.7% | -24.9% | +38.6% | +16.0% |
| YTD | +17.2% | -46.6% | +63.8% | +23.3% |
| 1Y | +23.2% | -49.7% | +72.9% | +30.5% |
| 3Y | -5.9% | +40.6% | -46.4% | -16.7% |
| 5Y | -33.1% | +71.9% | -104.9% | -44.0% |
| 10Y | +44.3% | +1,180.9% | -1,136.5% | -4.3% |
| All | +44.3% | +1,278.1% | -1,233.8% | -4.3% |
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