+4.4%
HWM vs AXON
-40.7%
+45.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.8% | -6.1% | -4.4% |
| 7D | +9.4% | +0.2% | +9.2% | +9.4% |
| 30D | -7.0% | +3.0% | -10.0% | -7.2% |
| 3M | -25.9% | -30.1% | +4.3% | -23.8% |
| 6M | -10.8% | +7.7% | -18.6% | -12.7% |
| YTD | +4.3% | -25.3% | +29.6% | +7.0% |
| 1Y | +4.4% | -39.9% | +44.3% | +7.1% |
| All | +4.4% | -40.7% | +45.1% | +7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling