+8,899.5%
AXON vs SW
+755.0%
+8,144.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.3% | -5.4% | -4.3% |
| 7D | -14.2% | -5.1% | -9.1% | -13.9% |
| 30D | -15.4% | -4.6% | -10.8% | -15.1% |
| 3M | +0.5% | +9.4% | -8.9% | 0.0% |
| 6M | -9.5% | +3.5% | -13.0% | -9.7% |
| YTD | -9.2% | +22.0% | -31.2% | -10.2% |
| 1Y | -29.4% | +2.2% | -31.6% | -29.6% |
| 3Y | +139.4% | +19.6% | +119.8% | +135.8% |
| 5Y | +178.9% | -2.3% | +181.2% | +173.1% |
| 10Y | +1,840.8% | +181.4% | +1,659.4% | +1,767.2% |
| All | +8,899.5% | +755.0% | +8,144.5% | +8,558.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling