+236.1%
EW vs AXON
+1,048.6%
-812.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +9.3% | -27.4% | +36.6% | +14.6% |
| 30D | +22.1% | -28.5% | +50.5% | +28.2% |
| 3M | +13.0% | -49.3% | +62.3% | +25.2% |
| 6M | +30.1% | -25.0% | +55.1% | +33.3% |
| YTD | +22.0% | -46.7% | +68.7% | +31.1% |
| 1Y | +23.7% | -48.3% | +72.0% | +33.5% |
| 3Y | +62.0% | +38.8% | +23.2% | +37.8% |
| 5Y | -12.4% | +77.7% | -90.1% | -32.0% |
| 10Y | +236.1% | +1,028.0% | -792.0% | +94.6% |
| All | +236.1% | +1,048.6% | -812.5% | +94.6% |
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