+77.2%
AXON vs IWD
+68.9%
+8.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.4% | -17.8% | -17.8% |
| 7D | -26.8% | -0.5% | -26.4% | -26.2% |
| 30D | -22.9% | +2.7% | -25.6% | -24.8% |
| 3M | -40.1% | +0.9% | -41.0% | -40.3% |
| 6M | -18.9% | +10.5% | -29.4% | -27.1% |
| YTD | -44.9% | +23.7% | -68.6% | -56.5% |
| 1Y | -46.7% | +28.7% | -75.4% | -59.8% |
| 3Y | +44.3% | +79.7% | -35.4% | -27.6% |
| All | +77.2% | +68.9% | +8.3% | -2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling