+156.4%
EWT vs AXON
+177.9%
-21.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.3% |
| 7D | +1.6% | -2.5% | +4.1% | +1.9% |
| 30D | +8.2% | -11.5% | +19.7% | +9.6% |
| 3M | +11.1% | +7.3% | +3.8% | +8.7% |
| 6M | +60.4% | -11.9% | +72.4% | +60.7% |
| YTD | +75.6% | -11.0% | +86.6% | +74.6% |
| 1Y | +91.3% | -31.8% | +123.1% | +97.4% |
| 3Y | +200.3% | +135.4% | +64.9% | +141.7% |
| 5Y | +156.4% | +176.9% | -20.5% | +86.6% |
| All | +156.4% | +177.9% | -21.6% | +86.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling