+6,377.0%
SHW vs AXON
+101,343.3%
-94,966.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.2% | +4.6% | +0.9% |
| 7D | -3.2% | -14.2% | +10.9% | -1.7% |
| 30D | -9.5% | -15.4% | +5.9% | -8.2% |
| 3M | +11.5% | +0.5% | +11.0% | +10.8% |
| 6M | -3.5% | -9.5% | +6.0% | -3.5% |
| YTD | +3.7% | -9.2% | +12.9% | +3.2% |
| 1Y | -7.9% | -29.4% | +21.5% | -6.1% |
| 3Y | +24.7% | +139.4% | -114.7% | +9.0% |
| 5Y | +13.6% | +178.9% | -165.3% | -4.2% |
| 10Y | +283.0% | +1,840.8% | -1,557.8% | +155.7% |
| All | +6,377.0% | +101,343.3% | -94,966.4% | +3,088.5% |
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 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