-46.1%
AXON vs WSM
+31.6%
-77.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.5% | +1.8% | -0.6% |
| 7D | -19.7% | -3.2% | -16.5% | -18.4% |
| 30D | -25.7% | +4.6% | -30.4% | -26.8% |
| 3M | -48.8% | +2.4% | -51.2% | -49.1% |
| 6M | -22.0% | +43.7% | -65.7% | -30.5% |
| YTD | -45.9% | +42.1% | -88.0% | -52.7% |
| 1Y | -46.1% | +32.3% | -78.3% | -51.3% |
| All | -46.1% | +31.6% | -77.7% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling