+101.3%
USB vs AXON
+1,822.8%
-1,721.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.1% | +1.7% |
| 7D | +2.4% | +0.2% | +2.2% | +2.4% |
| 30D | +6.6% | +3.0% | +3.6% | +6.1% |
| 3M | -4.1% | -30.1% | +26.1% | 0.0% |
| 6M | +12.5% | +7.7% | +4.7% | +9.5% |
| YTD | +17.6% | -25.3% | +42.9% | +19.6% |
| 1Y | +36.5% | -39.9% | +76.4% | +43.0% |
| 3Y | +95.4% | +95.2% | +0.1% | +64.9% |
| 5Y | +26.1% | +129.9% | -103.7% | +1.1% |
| 10Y | +101.3% | +1,829.8% | -1,728.6% | +12.9% |
| All | +101.3% | +1,822.8% | -1,721.6% | +12.9% |
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 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