+1,180.9%
AXON vs WPM
+553.6%
+627.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.6% | -8.7% | -3.7% |
| 7D | -28.7% | +20.8% | -49.5% | -30.2% |
| 30D | -28.3% | +3.8% | -32.1% | -28.7% |
| 3M | -46.9% | +7.4% | -54.3% | -47.4% |
| 6M | -24.9% | +4.0% | -28.8% | -25.6% |
| YTD | -46.6% | +23.0% | -69.6% | -48.3% |
| 1Y | -49.7% | +45.9% | -95.6% | -52.0% |
| 3Y | +40.6% | +242.9% | -202.4% | +22.7% |
| 5Y | +71.9% | +259.5% | -187.6% | +48.1% |
| 10Y | +1,180.9% | +577.7% | +603.1% | +985.5% |
| All | +1,180.9% | +553.6% | +627.3% | +985.5% |
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