+88.4%
AXON vs WPM
+210.4%
-121.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.8% |
| 7D | +0.8% | -3.6% | +4.3% | +1.3% |
| 30D | -22.8% | +1.4% | -24.2% | -23.3% |
| 3M | -48.8% | -0.2% | -48.6% | -49.0% |
| 6M | -16.3% | -7.3% | -9.0% | -16.0% |
| YTD | -44.5% | +12.3% | -56.8% | -46.9% |
| 1Y | -43.4% | +24.9% | -68.3% | -47.0% |
| 3Y | +44.3% | +210.4% | -166.1% | +8.4% |
| All | +88.4% | +210.4% | -121.9% | +46.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling