+112,002.2%
AXON vs WY
+168.1%
+111,834.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.8% | -5.0% | -4.6% |
| 7D | -14.2% | -1.7% | -12.4% | -13.4% |
| 30D | -15.4% | -10.1% | -5.3% | -10.9% |
| 3M | +0.5% | -5.1% | +5.6% | +2.4% |
| 6M | -9.5% | -4.8% | -4.7% | -8.3% |
| YTD | -9.2% | -0.2% | -9.0% | -10.6% |
| 1Y | -29.4% | -6.6% | -22.8% | -28.5% |
| 3Y | +139.4% | -22.7% | +162.1% | +158.5% |
| 5Y | +178.9% | -22.2% | +201.1% | +196.7% |
| 10Y | +1,840.8% | +7.3% | +1,833.5% | +1,481.7% |
| All | +112,002.2% | +168.1% | +111,834.0% | +53,785.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling