+520.8%
EWT vs AXON
+1,811.1%
-1,290.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.6% |
| 7D | +2.1% | -3.3% | +5.5% | +2.5% |
| 30D | +9.4% | -17.8% | +27.2% | +11.8% |
| 3M | +10.9% | +8.3% | +2.6% | +8.5% |
| 6M | +57.9% | -12.4% | +70.3% | +58.2% |
| YTD | +75.9% | -13.7% | +89.6% | +75.6% |
| 1Y | +89.7% | -33.1% | +122.8% | +95.3% |
| 3Y | +200.9% | +128.2% | +72.7% | +154.8% |
| 5Y | +154.5% | +170.5% | -16.0% | +104.3% |
| 10Y | +520.8% | +1,846.0% | -1,325.2% | +315.3% |
| All | +520.8% | +1,811.1% | -1,290.3% | +315.3% |
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