+1,180.9%
AXON vs WCN
+302.6%
+878.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.4% |
| 7D | -28.7% | +1.2% | -29.9% | -29.1% |
| 30D | -28.3% | +24.6% | -52.9% | -36.6% |
| 3M | -46.9% | +14.2% | -61.1% | -50.7% |
| 6M | -24.9% | +25.7% | -50.6% | -34.1% |
| YTD | -46.6% | +9.3% | -55.9% | -49.8% |
| 1Y | -49.7% | +15.3% | -65.0% | -54.2% |
| 3Y | +40.6% | +48.6% | -8.0% | +8.8% |
| 5Y | +71.9% | +46.9% | +24.9% | +31.9% |
| 10Y | +1,180.9% | +298.1% | +882.7% | +687.4% |
| All | +1,180.9% | +302.6% | +878.2% | +687.4% |
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