-17.1%
HWM vs AXON
-3.4%
-13.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -9.8% | +3.9% | -5.2% |
| 7D | -2.4% | -12.7% | +10.2% | -1.5% |
| 30D | -13.3% | -8.6% | -4.6% | -12.6% |
| 3M | -31.0% | -37.2% | +6.2% | -28.9% |
| 6M | -17.1% | +0.5% | -17.7% | -18.1% |
| All | -17.1% | -3.4% | -13.7% | -18.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling