+1,579.2%
HWM vs AXON
+1,278.1%
+301.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.1% | +8.2% | +5.7% |
| 7D | +1.6% | -28.7% | +30.3% | +8.7% |
| 30D | -3.9% | -28.3% | +24.4% | +2.5% |
| 3M | -23.2% | -46.9% | +23.7% | -13.0% |
| 6M | -20.0% | -24.9% | +4.9% | -17.9% |
| YTD | +5.7% | -46.6% | +52.3% | +15.7% |
| 1Y | +4.9% | -49.7% | +54.5% | +16.4% |
| 3Y | +347.0% | +40.6% | +306.4% | +269.6% |
| 5Y | +563.0% | +71.9% | +491.1% | +397.4% |
| 10Y | +1,579.2% | +1,180.9% | +398.3% | +645.8% |
| All | +1,579.2% | +1,278.1% | +301.1% | +645.8% |
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