+248.8%
EW vs AXON
+1,109.0%
-860.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.3% | -2.5% | +1.0% |
| 7D | +6.5% | -25.6% | +32.1% | +11.2% |
| 30D | +22.5% | -23.9% | +46.4% | +27.4% |
| 3M | +13.0% | -50.4% | +63.4% | +25.7% |
| 6M | +37.1% | -20.0% | +57.1% | +39.0% |
| YTD | +24.1% | -44.5% | +68.6% | +32.4% |
| 1Y | +24.2% | -44.9% | +69.1% | +32.7% |
| 3Y | +64.8% | +44.7% | +20.1% | +39.2% |
| 5Y | -7.4% | +86.7% | -94.1% | -28.7% |
| 10Y | +248.8% | +1,060.5% | -811.7% | +98.9% |
| All | +248.8% | +1,109.0% | -860.2% | +98.9% |
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