+1,773.8%
HWM vs AXON
+2,206.2%
-432.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.2% | +3.7% | +0.5% |
| 7D | -2.1% | -14.2% | +12.1% | +1.1% |
| 30D | -11.0% | -15.4% | +4.4% | -8.3% |
| 3M | +4.0% | +0.5% | +3.6% | +2.0% |
| 6M | -0.2% | -9.5% | +9.3% | -0.8% |
| YTD | +26.7% | -9.2% | +35.9% | +24.6% |
| 1Y | +44.7% | -29.4% | +74.1% | +50.5% |
| 3Y | +426.1% | +139.4% | +286.7% | +289.7% |
| 5Y | +738.5% | +178.9% | +559.6% | +470.5% |
| All | +1,773.8% | +2,206.2% | -432.4% | +609.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling