+455.3%
WELL vs AXON
+1,278.1%
-822.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +1.4% |
| 7D | +3.5% | -28.7% | +32.2% | +7.7% |
| 30D | +9.7% | -28.3% | +38.0% | +14.0% |
| 3M | +4.8% | -46.9% | +51.7% | +12.7% |
| 6M | +16.1% | -24.9% | +40.9% | +17.8% |
| YTD | +34.7% | -46.6% | +81.3% | +41.9% |
| 1Y | +31.9% | -49.7% | +81.6% | +40.1% |
| 3Y | +209.9% | +40.6% | +169.3% | +162.6% |
| 5Y | +226.5% | +71.9% | +154.7% | +157.5% |
| 10Y | +455.3% | +1,180.9% | -725.6% | +231.9% |
| All | +455.3% | +1,278.1% | -822.8% | +231.9% |
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