+298.2%
WBD vs AXON
+5,098.3%
-4,800.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.8% | +0.3% |
| 7D | -1.8% | -14.2% | +12.4% | +0.6% |
| 30D | +8.8% | -15.4% | +24.2% | +11.1% |
| 3M | +4.6% | +0.5% | +4.1% | +3.1% |
| 6M | +1.1% | -9.5% | +10.6% | +0.5% |
| YTD | -2.0% | -9.2% | +7.2% | -3.3% |
| 1Y | +140.0% | -29.4% | +169.4% | +146.2% |
| 3Y | +144.4% | +139.4% | +5.0% | +95.6% |
| 5Y | -0.2% | +178.9% | -179.1% | -24.5% |
| 10Y | +9.1% | +1,840.8% | -1,831.7% | -46.6% |
| All | +298.2% | +5,098.3% | -4,800.1% | +26.2% |
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