+9.3%
SW vs AXTX
-92.7%
+102.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -8.1% | +7.2% | -1.0% |
| 7D | -2.9% | +9.8% | -12.7% | -2.5% |
| 30D | +5.0% | -65.3% | +70.3% | +3.8% |
| 3M | -13.7% | -83.3% | +69.7% | -15.1% |
| 6M | +8.0% | -97.0% | +105.0% | +6.9% |
| All | +9.3% | -92.7% | +102.0% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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