+347.0%
HWM vs AXON
+31.7%
+315.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.1% | +8.2% | +5.6% |
| 7D | +1.6% | -28.7% | +30.3% | +6.9% |
| 30D | -3.9% | -28.3% | +24.4% | +0.9% |
| 3M | -23.2% | -46.9% | +23.7% | -15.4% |
| 6M | -20.0% | -24.9% | +4.9% | -18.8% |
| YTD | +5.7% | -46.6% | +52.3% | +14.1% |
| 1Y | +4.9% | -49.7% | +54.5% | +14.7% |
| 3Y | +347.0% | +40.6% | +306.4% | +261.4% |
| All | +347.0% | +31.7% | +315.3% | +261.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling