+67,943.5%
AXON vs WSM
+4,700.4%
+63,243.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -1.8% | -16.4% | -17.6% |
| 7D | -26.8% | +0.5% | -27.4% | -26.8% |
| 30D | -22.9% | +6.0% | -28.9% | -24.3% |
| 3M | -40.1% | +3.2% | -43.3% | -40.5% |
| 6M | -18.9% | +37.1% | -56.0% | -27.4% |
| YTD | -44.9% | +44.2% | -89.1% | -51.7% |
| 1Y | -46.7% | +34.2% | -80.9% | -52.2% |
| 3Y | +44.3% | +249.3% | -204.9% | -14.9% |
| 5Y | +71.4% | +169.3% | -97.9% | +6.5% |
| 10Y | +1,324.0% | +1,241.2% | +82.8% | +337.6% |
| All | +67,943.5% | +4,700.4% | +63,243.1% | +10,139.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling