+1,180.9%
AXON vs WU
-36.4%
+1,217.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | -28.7% | +9.1% | -37.8% | -30.8% |
| 30D | -28.3% | +12.1% | -40.4% | -31.0% |
| 3M | -46.9% | +0.3% | -47.2% | -47.1% |
| 6M | -24.9% | -19.1% | -5.7% | -20.6% |
| YTD | -46.6% | -19.2% | -27.4% | -43.9% |
| 1Y | -49.7% | -15.3% | -34.4% | -48.0% |
| 3Y | +40.6% | -21.3% | +61.9% | +45.0% |
| 5Y | +71.9% | -41.7% | +113.5% | +94.1% |
| 10Y | +1,180.9% | -36.0% | +1,216.8% | +1,255.4% |
| All | +1,180.9% | -36.4% | +1,217.3% | +1,255.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling