+356.5%
SHW vs AXON
+1,278.1%
-921.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.1% | +7.2% | +4.5% |
| 7D | +1.6% | -28.7% | +30.3% | +6.7% |
| 30D | +12.1% | -28.3% | +40.4% | +17.5% |
| 3M | -3.0% | -46.9% | +43.9% | +6.1% |
| 6M | +13.5% | -24.9% | +38.4% | +16.8% |
| YTD | +11.2% | -46.6% | +57.9% | +19.2% |
| 1Y | +6.2% | -49.7% | +55.9% | +14.8% |
| 3Y | +45.6% | +40.6% | +5.1% | +25.9% |
| 5Y | +15.6% | +71.9% | -56.3% | -6.8% |
| 10Y | +356.5% | +1,180.9% | -824.4% | +160.5% |
| All | +356.5% | +1,278.1% | -921.6% | +160.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling