+77.2%
AXON vs WU
-42.0%
+119.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -2.0% | -16.2% | -17.7% |
| 7D | -26.8% | +11.7% | -38.5% | -28.8% |
| 30D | -22.9% | +12.6% | -35.5% | -25.2% |
| 3M | -40.1% | -0.5% | -39.6% | -40.1% |
| 6M | -18.9% | -18.2% | -0.7% | -15.9% |
| YTD | -44.9% | -19.0% | -25.9% | -42.9% |
| 1Y | -46.7% | -16.7% | -30.0% | -45.2% |
| 3Y | +44.3% | -21.0% | +65.4% | +47.5% |
| All | +77.2% | -42.0% | +119.2% | +98.0% |
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