+44.3%
AXON vs WM
+47.1%
-2.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -2.1% | -16.1% | -17.5% |
| 7D | -26.8% | +1.2% | -28.0% | -27.0% |
| 30D | -22.9% | +13.1% | -36.0% | -25.5% |
| 3M | -40.1% | +3.6% | -43.7% | -40.7% |
| 6M | -18.9% | +8.1% | -27.0% | -20.8% |
| YTD | -44.9% | +8.9% | -53.8% | -46.4% |
| 1Y | -46.7% | +20.3% | -67.0% | -50.2% |
| 3Y | +44.3% | +46.2% | -1.8% | +20.0% |
| All | +44.3% | +47.1% | -2.8% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 3y: compounded portfolio wealth divided by compounded WM 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…
3y analysis · Full analysis span regression · 6 months rolling