+1,148.3%
EWT vs AXON
+101,343.3%
-100,195.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.2% | +6.0% | +2.4% |
| 7D | +4.0% | -14.2% | +18.1% | +5.7% |
| 30D | +10.3% | -15.4% | +25.7% | +12.0% |
| 3M | +6.1% | +0.5% | +5.6% | +5.1% |
| 6M | +56.6% | -9.5% | +66.1% | +56.2% |
| YTD | +76.6% | -9.2% | +85.8% | +75.3% |
| 1Y | +97.9% | -29.4% | +127.2% | +101.8% |
| 3Y | +198.0% | +139.4% | +58.6% | +157.0% |
| 5Y | +151.8% | +178.9% | -27.1% | +108.8% |
| 10Y | +514.1% | +1,840.8% | -1,326.7% | +285.0% |
| All | +1,148.3% | +101,343.3% | -100,195.0% | +361.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling