+1,245.5%
WDC vs AXON
+1,845.5%
-600.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.0% | +4.1% | +2.6% |
| 7D | +6.0% | -2.5% | +8.5% | +6.4% |
| 30D | +9.9% | -11.5% | +21.4% | +12.4% |
| 3M | -9.4% | +7.3% | -16.7% | -13.2% |
| 6M | +94.7% | -11.9% | +106.7% | +93.7% |
| YTD | +177.4% | -11.0% | +188.4% | +172.2% |
| 1Y | +412.6% | -31.8% | +444.3% | +436.3% |
| 3Y | +1,359.8% | +135.4% | +1,224.4% | +915.7% |
| 5Y | +992.6% | +176.9% | +815.7% | +585.0% |
| 10Y | +1,245.5% | +1,854.5% | -609.0% | +439.6% |
| All | +1,245.5% | +1,845.5% | -600.0% | +439.6% |
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