+1,852.6%
AXON vs SW
+147.8%
+1,704.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.3% | -5.4% | -4.3% |
| 7D | -14.2% | -5.1% | -9.1% | -13.6% |
| 30D | -15.4% | -4.6% | -10.8% | -14.8% |
| 3M | +0.5% | +9.4% | -8.9% | -0.4% |
| 6M | -9.5% | +3.5% | -13.0% | -9.9% |
| YTD | -9.2% | +22.0% | -31.2% | -11.2% |
| 1Y | -29.4% | +2.2% | -31.6% | -29.9% |
| 3Y | +139.4% | +19.6% | +119.8% | +132.2% |
| 5Y | +178.9% | -2.3% | +181.2% | +167.0% |
| All | +1,852.6% | +147.8% | +1,704.8% | +1,744.7% |
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