+112,002.2%
AXON vs IWD
+671.5%
+111,330.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -3.4% |
| 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% | -6.7% |
| 6M | -9.5% | +16.2% | -25.7% | -23.3% |
| YTD | -9.2% | +23.3% | -32.5% | -27.9% |
| 1Y | -29.4% | +29.6% | -58.9% | -46.9% |
| 3Y | +139.4% | +70.5% | +69.0% | +33.1% |
| 5Y | +178.9% | +73.5% | +105.4% | +53.5% |
| 10Y | +1,840.8% | +198.3% | +1,642.5% | +476.8% |
| All | +112,002.2% | +671.5% | +111,330.7% | +14,561.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling