+1,874.2%
AXON vs WEC
+138.6%
+1,735.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -4.1% |
| 7D | -14.2% | -0.3% | -13.9% | -14.1% |
| 30D | -15.4% | -1.3% | -14.1% | -15.3% |
| 3M | +0.5% | -3.9% | +4.4% | +0.8% |
| 6M | -9.5% | -8.3% | -1.2% | -8.8% |
| YTD | -9.2% | +3.1% | -12.3% | -9.9% |
| 1Y | -29.4% | +1.9% | -31.3% | -29.9% |
| 3Y | +139.4% | +41.9% | +97.5% | +125.9% |
| 5Y | +178.9% | +30.8% | +148.1% | +164.7% |
| All | +1,874.2% | +138.6% | +1,735.7% | +1,979.4% |
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