+76.4%
AXON vs IWD
+79.4%
-3.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -2.6% | -7.2% | -7.0% |
| 7D | -12.7% | -0.9% | -11.8% | -11.6% |
| 30D | -8.6% | +2.6% | -11.3% | -10.7% |
| 3M | -37.2% | +1.2% | -38.5% | -37.6% |
| 6M | +0.5% | +12.1% | -11.6% | -9.5% |
| YTD | -32.6% | +24.1% | -56.8% | -45.5% |
| 1Y | -40.2% | +28.5% | -68.7% | -53.2% |
| All | +76.4% | +79.4% | -3.0% | -1.2% |
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