+1,854.5%
AXON vs WU
-41.4%
+1,895.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.5% | -1.2% |
| 7D | -2.5% | -0.8% | -1.6% | -2.3% |
| 30D | -11.5% | -1.1% | -10.4% | -11.2% |
| 3M | +7.3% | -1.8% | +9.1% | +6.6% |
| 6M | -11.9% | -23.9% | +12.0% | -5.0% |
| YTD | -11.0% | -20.4% | +9.4% | -5.7% |
| 1Y | -31.8% | -10.6% | -21.2% | -30.9% |
| 3Y | +135.4% | -27.7% | +163.1% | +150.6% |
| 5Y | +176.9% | -51.1% | +228.0% | +236.8% |
| 10Y | +1,854.5% | -40.7% | +1,895.2% | +2,029.0% |
| All | +1,854.5% | -41.4% | +1,895.9% | +2,029.0% |
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