+16,525.3%
WDC vs AXON
+60,315.1%
-43,789.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +2.0% | -0.2% |
| 7D | +16.3% | -19.7% | +36.0% | +20.7% |
| 30D | -18.3% | -25.7% | +7.4% | -13.7% |
| 3M | -31.4% | -48.8% | +17.4% | -22.9% |
| 6M | -36.3% | -22.0% | -14.3% | -34.9% |
| YTD | +80.8% | -45.9% | +126.8% | +95.1% |
| 1Y | +87.7% | -46.1% | +133.8% | +103.0% |
| 3Y | +819.4% | +40.9% | +778.5% | +697.4% |
| 5Y | +583.2% | +80.2% | +503.0% | +449.6% |
| 10Y | +689.8% | +1,029.9% | -340.1% | +336.2% |
| All | +16,525.3% | +60,315.1% | -43,789.8% | +4,638.4% |
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