+143.0%
AXON vs IWD
+70.7%
+72.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -3.5% |
| 7D | -14.2% | -0.3% | -13.9% | -13.8% |
| 30D | -15.4% | +0.6% | -16.0% | -15.7% |
| 3M | +0.5% | +7.2% | -6.7% | -6.0% |
| 6M | -9.5% | +16.2% | -25.7% | -22.4% |
| YTD | -9.2% | +23.3% | -32.5% | -27.0% |
| 1Y | -29.4% | +29.6% | -58.9% | -46.1% |
| All | +143.0% | +70.7% | +72.3% | +31.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling