+1,854.5%
AXON vs WCN
+239.1%
+1,615.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -0.9% | -1.4% |
| 7D | -2.5% | -0.4% | -2.0% | -2.2% |
| 30D | -11.5% | -2.1% | -9.4% | -10.3% |
| 3M | +7.3% | +6.4% | +0.9% | +3.3% |
| 6M | -11.9% | -3.7% | -8.3% | -10.7% |
| YTD | -11.0% | -6.4% | -4.7% | -8.6% |
| 1Y | -31.8% | -7.9% | -23.8% | -29.4% |
| 3Y | +135.4% | +20.8% | +114.6% | +104.4% |
| 5Y | +176.9% | +29.0% | +147.9% | +127.6% |
| 10Y | +1,854.5% | +236.4% | +1,618.1% | +973.7% |
| All | +1,854.5% | +239.1% | +1,615.4% | +973.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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