+182.3%
AXON vs WM
+52.1%
+130.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.2% | -2.9% | -3.8% |
| 7D | -14.2% | -0.3% | -13.9% | -14.0% |
| 30D | -15.4% | -2.4% | -13.0% | -14.9% |
| 3M | +0.5% | +0.4% | +0.1% | 0.0% |
| 6M | -9.5% | -9.5% | 0.0% | -6.5% |
| YTD | -9.2% | +0.5% | -9.7% | -9.9% |
| 1Y | -29.4% | -1.1% | -28.3% | -29.6% |
| 3Y | +139.4% | +46.0% | +93.4% | +101.7% |
| All | +182.3% | +52.1% | +130.2% | +125.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling