+1,523.0%
HWM vs AXON
+1,304.2%
+218.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -18.2% | +20.6% | +6.4% |
| 7D | +3.3% | -26.8% | +30.1% | +9.9% |
| 30D | -7.6% | -22.9% | +15.3% | -3.0% |
| 3M | -28.9% | -40.1% | +11.2% | -21.6% |
| 6M | -19.7% | -18.9% | -0.8% | -19.0% |
| YTD | +0.5% | -44.9% | +45.4% | +9.4% |
| 1Y | +0.3% | -46.7% | +46.9% | +9.9% |
| 3Y | +325.8% | +44.3% | +281.5% | +249.9% |
| 5Y | +524.7% | +71.4% | +453.4% | +370.0% |
| All | +1,523.0% | +1,304.2% | +218.8% | +589.9% |
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 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