-39.9%
AXON vs IWD
+33.0%
-73.0%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -1.1% |
| 7D | +0.2% | +2.5% | -2.3% | -2.5% |
| 30D | +3.0% | +6.0% | -3.0% | -3.2% |
| 3M | -30.1% | +3.8% | -33.9% | -32.7% |
| 6M | +7.7% | +16.3% | -8.6% | -5.2% |
| YTD | -25.3% | +27.5% | -52.8% | -42.2% |
| 1Y | -39.9% | +32.8% | -72.7% | -55.8% |
| All | -39.9% | +33.0% | -73.0% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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