+88.4%
AXON vs WWD
+187.3%
-98.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.9% |
| 7D | +0.8% | +4.0% | -3.2% | -0.7% |
| 30D | -22.8% | +0.4% | -23.2% | -23.2% |
| 3M | -48.8% | -7.9% | -40.8% | -47.4% |
| 6M | -16.3% | -10.6% | -5.7% | -14.2% |
| YTD | -44.5% | +9.4% | -53.9% | -48.7% |
| 1Y | -43.4% | +25.7% | -69.1% | -51.1% |
| 3Y | +44.3% | +148.5% | -104.3% | -12.0% |
| All | +88.4% | +187.3% | -98.9% | +1.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling