-39.9%
AXON vs NWSA
+18.2%
-58.2%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.7% | -1.9% | -0.2% |
| 7D | +0.2% | +4.3% | -4.0% | -2.0% |
| 30D | +3.0% | +5.6% | -2.6% | 0.0% |
| 3M | -30.1% | +7.3% | -37.4% | -33.2% |
| 6M | +7.7% | +18.8% | -11.1% | -4.2% |
| YTD | -25.3% | +17.9% | -43.2% | -34.7% |
| 1Y | -39.9% | +19.3% | -59.3% | -48.0% |
| All | -39.9% | +18.2% | -58.2% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 1y: compounded portfolio wealth divided by compounded NWSA 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…
1y analysis · Full analysis span regression · 6 months rolling