+88.4%
AXON vs WEC
+56.3%
+32.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.7% |
| 7D | +0.8% | +2.3% | -1.5% | +0.7% |
| 30D | -22.8% | +11.1% | -33.8% | -22.7% |
| 3M | -48.8% | +8.4% | -57.2% | -48.7% |
| 6M | -16.3% | +7.5% | -23.8% | -16.3% |
| YTD | -44.5% | +15.3% | -59.8% | -44.7% |
| 1Y | -43.4% | +9.7% | -53.1% | -43.5% |
| 3Y | +44.3% | +64.7% | -20.4% | +38.9% |
| All | +88.4% | +56.3% | +32.1% | +85.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling