+588.3%
HWM vs AXON
+72.9%
+515.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | -1.8% | -27.4% | +25.6% | +3.6% |
| 30D | -2.7% | -28.5% | +25.8% | +2.8% |
| 3M | -22.7% | -49.3% | +26.5% | -13.3% |
| 6M | -18.9% | -25.0% | +6.1% | -17.3% |
| YTD | +7.1% | -46.7% | +53.8% | +16.0% |
| 1Y | +4.7% | -48.3% | +52.9% | +14.1% |
| 3Y | +345.6% | +38.8% | +306.8% | +276.5% |
| 5Y | +588.3% | +77.7% | +510.6% | +368.6% |
| All | +588.3% | +72.9% | +515.4% | +368.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling