+88.4%
AXON vs WU
-43.8%
+132.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.4% | +1.4% | +2.4% |
| 7D | +0.8% | -2.0% | +2.8% | +1.2% |
| 30D | -22.8% | +11.4% | -34.2% | -24.9% |
| 3M | -48.8% | -6.8% | -41.9% | -48.0% |
| 6M | -16.3% | -14.6% | -1.7% | -14.1% |
| YTD | -44.5% | -20.6% | -23.8% | -42.2% |
| 1Y | -43.4% | -15.4% | -28.0% | -42.1% |
| 3Y | +44.3% | -23.6% | +67.9% | +48.7% |
| All | +88.4% | -43.8% | +132.2% | +116.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling