+1,180.9%
AXON vs WWD
+494.7%
+686.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.9% | -8.1% | -5.1% |
| 7D | -28.7% | +4.2% | -32.9% | -30.2% |
| 30D | -28.3% | -0.8% | -27.5% | -28.5% |
| 3M | -46.9% | -8.2% | -38.7% | -45.5% |
| 6M | -24.9% | -9.8% | -15.0% | -23.1% |
| YTD | -46.6% | +10.4% | -57.0% | -50.6% |
| 1Y | -49.7% | +25.5% | -75.2% | -56.1% |
| 3Y | +40.6% | +155.8% | -115.2% | -11.8% |
| 5Y | +71.9% | +187.3% | -115.5% | +0.4% |
| 10Y | +1,180.9% | +462.7% | +718.2% | +433.4% |
| All | +1,180.9% | +494.7% | +686.2% | +433.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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