+71.9%
AXON vs WY
-31.5%
+103.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.9% | -3.4% |
| 7D | -28.7% | -0.8% | -28.0% | -28.4% |
| 30D | -28.3% | +10.6% | -38.9% | -31.0% |
| 3M | -46.9% | -16.6% | -30.3% | -43.0% |
| 6M | -24.9% | -8.6% | -16.3% | -22.7% |
| YTD | -46.6% | -8.4% | -38.2% | -45.6% |
| 1Y | -49.7% | -5.1% | -44.6% | -49.6% |
| 3Y | +40.6% | -21.9% | +62.5% | +47.6% |
| 5Y | +71.9% | -31.3% | +103.2% | +97.2% |
| All | +71.9% | -31.5% | +103.4% | +97.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling