+6,739.1%
AXON vs WU
-19.6%
+6,758.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.0% | -3.2% | -3.8% |
| 7D | -14.2% | -0.8% | -13.3% | -13.8% |
| 30D | -15.4% | -1.1% | -14.3% | -15.0% |
| 3M | +0.5% | -3.9% | +4.3% | +0.6% |
| 6M | -9.5% | -20.7% | +11.2% | -1.7% |
| YTD | -9.2% | -18.4% | +9.2% | -3.0% |
| 1Y | -29.4% | -8.1% | -21.3% | -29.2% |
| 3Y | +139.4% | -24.2% | +163.6% | +153.0% |
| 5Y | +178.9% | -50.4% | +229.4% | +248.8% |
| 10Y | +1,840.8% | -40.0% | +1,880.8% | +1,981.0% |
| All | +6,739.1% | -19.6% | +6,758.7% | +5,332.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling