-43.4%
AXON vs IWD
+28.9%
-72.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.4% |
| 7D | +0.8% | +2.3% | -1.5% | -2.1% |
| 30D | -22.8% | +3.6% | -26.4% | -25.4% |
| 3M | -48.8% | +2.2% | -50.9% | -49.7% |
| 6M | -16.3% | +13.0% | -29.3% | -23.7% |
| YTD | -44.5% | +26.5% | -71.0% | -56.8% |
| 1Y | -43.4% | +30.1% | -73.5% | -57.9% |
| All | -43.4% | +28.9% | -72.3% | -57.9% |
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