+3,048.9%
AXON vs WPM
+5,236.6%
-2,187.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +2.9% | -21.1% | -18.7% |
| 7D | -26.8% | +16.9% | -43.8% | -29.1% |
| 30D | -22.9% | +2.0% | -24.9% | -23.5% |
| 3M | -40.1% | +8.9% | -49.0% | -41.4% |
| 6M | -18.9% | +1.6% | -20.5% | -20.2% |
| YTD | -44.9% | +16.5% | -61.4% | -47.6% |
| 1Y | -46.7% | +42.2% | -88.9% | -51.3% |
| 3Y | +44.3% | +213.3% | -169.0% | +11.5% |
| 5Y | +71.4% | +249.9% | -178.5% | +27.6% |
| 10Y | +1,324.0% | +549.4% | +774.7% | +776.3% |
| All | +3,048.9% | +5,236.6% | -2,187.7% | +692.8% |
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 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