+5,499.0%
AXON vs NWSA
+127.4%
+5,371.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.8% | -2.4% | -3.3% |
| 7D | -14.2% | -1.9% | -12.3% | -13.3% |
| 30D | -15.4% | +4.6% | -20.0% | -17.4% |
| 3M | +0.5% | +13.2% | -12.7% | -5.6% |
| 6M | -9.5% | +27.0% | -36.5% | -19.1% |
| YTD | -9.2% | +16.8% | -26.0% | -16.0% |
| 1Y | -29.4% | +4.5% | -33.9% | -31.4% |
| 3Y | +139.4% | +46.2% | +93.2% | +98.2% |
| 5Y | +178.9% | +40.9% | +138.0% | +129.4% |
| 10Y | +1,840.8% | +145.1% | +1,695.7% | +1,022.5% |
| All | +5,499.0% | +127.4% | +5,371.6% | +3,298.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling