+1,304.8%
AXON vs WEC
+176.2%
+1,128.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -2.1% | -16.1% | -18.0% |
| 7D | -26.8% | -0.2% | -26.7% | -26.8% |
| 30D | -22.9% | +12.3% | -35.2% | -23.7% |
| 3M | -40.1% | +8.3% | -48.3% | -40.5% |
| 6M | -18.9% | +3.5% | -22.3% | -19.2% |
| YTD | -44.9% | +12.7% | -57.6% | -45.7% |
| 1Y | -46.7% | +8.2% | -54.9% | -47.2% |
| 3Y | +44.3% | +55.9% | -11.5% | +35.7% |
| 5Y | +71.4% | +51.2% | +20.1% | +60.8% |
| All | +1,304.8% | +176.2% | +1,128.6% | +1,504.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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