+1,016.4%
AXON vs WPM
+752.0%
+264.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.8% | +0.2% | -2.3% |
| 7D | -19.7% | -0.5% | -19.2% | -19.8% |
| 30D | -25.7% | -3.1% | -22.6% | -25.7% |
| 3M | -48.8% | -2.2% | -46.6% | -48.9% |
| 6M | -22.0% | -7.4% | -14.6% | -21.8% |
| YTD | -45.9% | +12.6% | -58.6% | -47.5% |
| 1Y | -46.1% | +22.8% | -68.9% | -48.2% |
| 3Y | +40.9% | +213.6% | -172.7% | +19.5% |
| 5Y | +80.2% | +211.2% | -131.0% | +51.0% |
| All | +1,016.4% | +752.0% | +264.4% | +788.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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