+1,617.1%
AXON vs SW
+185.4%
+1,431.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -1.5% | -8.3% | -9.6% |
| 7D | -12.7% | +4.7% | -17.3% | -13.1% |
| 30D | -8.6% | +5.0% | -13.6% | -9.1% |
| 3M | -37.2% | -7.3% | -29.9% | -36.6% |
| 6M | +0.5% | +15.0% | -14.5% | -0.8% |
| YTD | -32.6% | +18.5% | -51.2% | -33.9% |
| 1Y | -40.2% | +27.1% | -67.3% | -41.7% |
| 3Y | +76.1% | +49.3% | +26.8% | +68.6% |
| 5Y | +109.5% | -1.6% | +111.1% | +100.9% |
| All | +1,617.1% | +185.4% | +1,431.7% | +1,777.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 10y: compounded portfolio wealth divided by compounded SW 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…
10y analysis · Full analysis span regression · 6 months rolling