+83,065.2%
AXON vs WM
+1,385.3%
+81,679.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | +1.2% | -11.0% | -10.5% |
| 7D | -12.7% | +4.5% | -17.2% | -14.9% |
| 30D | -8.6% | +16.1% | -24.7% | -16.2% |
| 3M | -37.2% | +8.0% | -45.3% | -40.3% |
| 6M | +0.5% | +8.4% | -7.9% | -4.8% |
| YTD | -32.6% | +11.2% | -43.9% | -37.5% |
| 1Y | -40.2% | +22.3% | -62.5% | -47.5% |
| 3Y | +76.1% | +50.2% | +25.8% | +34.8% |
| 5Y | +109.5% | +63.3% | +46.2% | +50.1% |
| 10Y | +1,640.5% | +355.0% | +1,285.5% | +542.1% |
| All | +83,065.2% | +1,385.3% | +81,679.9% | +16,174.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling