+83,065.2%
AXON vs IWD
+676.6%
+82,388.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -2.6% | -7.2% | -6.9% |
| 7D | -12.7% | -0.9% | -11.8% | -11.6% |
| 30D | -8.6% | +2.6% | -11.3% | -10.9% |
| 3M | -37.2% | +1.2% | -38.5% | -37.8% |
| 6M | +0.5% | +12.1% | -11.6% | -11.0% |
| YTD | -32.6% | +24.1% | -56.8% | -46.8% |
| 1Y | -40.2% | +28.5% | -68.7% | -54.5% |
| 3Y | +76.1% | +79.5% | -3.4% | -7.4% |
| 5Y | +109.5% | +70.3% | +39.2% | +18.1% |
| 10Y | +1,640.5% | +212.5% | +1,428.0% | +391.8% |
| All | +83,065.2% | +676.6% | +82,388.7% | +10,726.0% |
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