+143.0%
AXON vs WST
-15.6%
+158.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.4% | -4.1% |
| 7D | -14.2% | +0.7% | -14.9% | -14.2% |
| 30D | -15.4% | -3.1% | -12.2% | -15.1% |
| 3M | +0.5% | +7.2% | -6.7% | -0.2% |
| 6M | -9.5% | +36.8% | -46.3% | -12.3% |
| YTD | -9.2% | +23.8% | -33.1% | -11.3% |
| 1Y | -29.4% | +37.8% | -67.1% | -31.7% |
| All | +143.0% | -15.6% | +158.6% | +148.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 3y: compounded portfolio wealth divided by compounded WST 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…
3y analysis · Full analysis span regression · 6 months rolling