+1,352.0%
HWM vs AXON
+1,610.9%
-259.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -9.8% | +3.9% | -3.7% |
| 7D | -2.4% | -12.7% | +10.2% | +0.5% |
| 30D | -13.3% | -8.6% | -4.6% | -11.7% |
| 3M | -31.0% | -37.2% | +6.2% | -24.4% |
| 6M | -17.1% | +0.5% | -17.7% | -19.8% |
| YTD | -1.9% | -32.6% | +30.8% | +2.8% |
| 1Y | -2.4% | -40.2% | +37.8% | +5.0% |
| 3Y | +322.2% | +76.1% | +246.1% | +234.0% |
| 5Y | +509.8% | +109.5% | +400.4% | +341.4% |
| 10Y | +1,453.8% | +1,640.5% | -186.7% | +519.1% |
| All | +1,352.0% | +1,610.9% | -259.0% | +485.6% |
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 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