+271.2%
EW vs AXON
+1,058.0%
-786.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +0.8% |
| 7D | +4.9% | +0.8% | +4.1% | +4.7% |
| 30D | +23.9% | -22.8% | +46.7% | +28.6% |
| 3M | +15.8% | -48.8% | +64.5% | +28.1% |
| 6M | +31.7% | -16.3% | +47.9% | +32.5% |
| YTD | +25.7% | -44.5% | +70.1% | +34.1% |
| 1Y | +24.4% | -43.4% | +67.8% | +32.3% |
| 3Y | +65.9% | +44.3% | +21.6% | +40.2% |
| 5Y | -7.6% | +85.1% | -92.7% | -28.8% |
| All | +271.2% | +1,058.0% | -786.7% | +111.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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