+1,516.2%
HWM vs AXON
+1,048.6%
+467.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | -1.8% | -27.4% | +25.6% | +4.6% |
| 30D | -2.7% | -28.5% | +25.8% | +3.8% |
| 3M | -22.7% | -49.3% | +26.5% | -11.5% |
| 6M | -18.9% | -25.0% | +6.1% | -16.8% |
| YTD | +7.1% | -46.7% | +53.8% | +17.2% |
| 1Y | +4.7% | -48.3% | +52.9% | +15.4% |
| 3Y | +345.6% | +38.8% | +306.8% | +270.0% |
| 5Y | +588.3% | +77.7% | +510.6% | +412.9% |
| 10Y | +1,516.2% | +1,028.0% | +488.1% | +650.5% |
| All | +1,516.2% | +1,048.6% | +467.6% | +650.5% |
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