+289.7%
UPS vs AXON
+101,343.3%
-101,053.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +3.0% | -0.8% |
| 7D | -2.9% | -14.2% | +11.3% | -1.6% |
| 30D | -3.5% | -15.4% | +11.9% | -2.3% |
| 3M | -5.7% | +0.5% | -6.2% | -6.3% |
| 6M | -4.4% | -9.5% | +5.1% | -4.4% |
| YTD | +8.0% | -9.2% | +17.2% | +7.5% |
| 1Y | +29.0% | -29.4% | +58.4% | +31.1% |
| 3Y | -27.7% | +139.4% | -167.1% | -35.9% |
| 5Y | -34.3% | +178.9% | -213.2% | -43.5% |
| 10Y | +37.8% | +1,840.8% | -1,803.0% | -4.0% |
| All | +289.7% | +101,343.3% | -101,053.7% | +117.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling