+1,028.0%
AXON vs WY
0.0%
+1,028.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.8% |
| 7D | -27.4% | +0.2% | -27.6% | -27.3% |
| 30D | -28.5% | +8.0% | -36.5% | -30.7% |
| 3M | -49.3% | -17.7% | -31.6% | -45.0% |
| 6M | -25.0% | -10.8% | -14.3% | -21.9% |
| YTD | -46.7% | -10.6% | -36.1% | -45.0% |
| 1Y | -48.3% | -5.7% | -42.5% | -47.9% |
| 3Y | +38.8% | -24.8% | +63.6% | +50.1% |
| 5Y | +77.7% | -31.7% | +109.4% | +100.9% |
| 10Y | +1,028.0% | +2.9% | +1,025.1% | +885.0% |
| All | +1,028.0% | 0.0% | +1,028.0% | +885.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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