+96.6%
USB vs AXON
+93.3%
+3.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +6.2% |
| 3M | -4.1% | -30.1% | +26.1% | -1.4% |
| 6M | +12.5% | +7.7% | +4.7% | +10.4% |
| YTD | +17.6% | -25.3% | +42.9% | +19.3% |
| 1Y | +36.5% | -39.9% | +76.4% | +41.5% |
| All | +96.6% | +93.3% | +3.3% | +69.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling