+283.7%
WBD vs AXON
+3,736.7%
-3,453.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.3% | +4.3% | +1.5% |
| 7D | +1.0% | -6.3% | +7.3% | +2.1% |
| 30D | -0.4% | -7.8% | +7.4% | +0.7% |
| 3M | +1.7% | -4.8% | +6.5% | +1.5% |
| 6M | +19.6% | -40.5% | +60.1% | +29.0% |
| YTD | -5.6% | -33.0% | +27.4% | -0.1% |
| 1Y | +225.2% | -38.8% | +264.0% | +245.3% |
| 3Y | +111.2% | +73.1% | +38.1% | +80.8% |
| 5Y | -25.8% | +169.5% | -195.2% | -42.7% |
| 10Y | -1.9% | +1,978.6% | -1,980.5% | -52.0% |
| All | +283.7% | +3,736.7% | -3,453.0% | +30.4% |
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