+5,087.8%
AXON vs WPM
+5,967.5%
-879.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.1% | -3.1% | -4.0% |
| 7D | -14.2% | +1.1% | -15.2% | -14.3% |
| 30D | -15.4% | +26.4% | -41.7% | -19.1% |
| 3M | +0.5% | +20.8% | -20.4% | -3.5% |
| 6M | -9.5% | +1.1% | -10.6% | -10.7% |
| YTD | -9.2% | +32.5% | -41.7% | -15.3% |
| 1Y | -29.4% | +51.5% | -80.9% | -36.1% |
| 3Y | +139.4% | +267.0% | -127.6% | +80.4% |
| 5Y | +178.9% | +250.1% | -71.2% | +108.6% |
| 10Y | +1,840.8% | +540.4% | +1,300.4% | +1,107.4% |
| All | +5,087.8% | +5,967.5% | -879.7% | +1,182.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling