+342.1%
HWM vs AXON
+44.5%
+297.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.7% | -3.7% | -1.5% |
| 7D | +7.3% | +0.8% | +6.5% | +7.1% |
| 30D | +1.6% | -22.8% | +24.3% | +5.4% |
| 3M | -21.9% | -48.8% | +26.9% | -13.2% |
| 6M | -19.0% | -16.3% | -2.8% | -19.5% |
| YTD | +7.9% | -44.5% | +52.4% | +15.7% |
| 1Y | +9.9% | -43.4% | +53.3% | +17.3% |
| 3Y | +342.1% | +44.3% | +297.9% | +259.1% |
| All | +342.1% | +44.5% | +297.6% | +259.1% |
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 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