+1,854.5%
AXON vs WPM
+502.1%
+1,352.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.0% |
| 7D | -2.5% | +7.0% | -9.5% | -3.2% |
| 30D | -11.5% | +15.7% | -27.2% | -12.9% |
| 3M | +7.3% | +35.2% | -27.9% | +3.5% |
| 6M | -11.9% | +6.1% | -18.0% | -13.0% |
| YTD | -11.0% | +32.6% | -43.6% | -14.5% |
| 1Y | -31.8% | +46.9% | -78.7% | -35.3% |
| 3Y | +135.4% | +276.3% | -140.9% | +100.7% |
| 5Y | +176.9% | +260.0% | -83.1% | +134.1% |
| 10Y | +1,854.5% | +508.5% | +1,346.0% | +1,674.8% |
| All | +1,854.5% | +502.1% | +1,352.4% | +1,674.8% |
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