+462.7%
EWT vs AXON
+1,109.0%
-646.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.3% | +1.6% | +5.3% |
| 7D | +3.2% | -25.6% | +28.8% | +7.0% |
| 30D | -12.3% | -23.9% | +11.6% | -9.5% |
| 3M | -3.6% | -50.4% | +46.8% | +4.8% |
| 6M | +3.1% | -20.0% | +23.1% | +4.1% |
| YTD | +57.7% | -44.5% | +102.2% | +65.8% |
| 1Y | +60.3% | -44.9% | +105.1% | +68.7% |
| 3Y | +163.4% | +44.7% | +118.6% | +134.4% |
| 5Y | +127.4% | +86.7% | +40.8% | +89.4% |
| 10Y | +462.7% | +1,060.5% | -597.8% | +283.4% |
| All | +462.7% | +1,109.0% | -646.3% | +283.4% |
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