+32.8%
USB vs AXON
-32.2%
+64.9%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.8% | +7.7% | -1.4% |
| 7D | -1.5% | -12.7% | +11.2% | -0.6% |
| 30D | +4.3% | -8.6% | +12.9% | +4.9% |
| 3M | -6.1% | -37.2% | +31.2% | -3.5% |
| 6M | +9.4% | +0.5% | +8.9% | +8.6% |
| YTD | +15.2% | -32.6% | +47.8% | +18.7% |
| 1Y | +32.8% | -40.2% | +72.9% | +39.8% |
| All | +32.8% | -32.2% | +64.9% | +39.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling