+31.5%
WELL vs AXON
-50.5%
+82.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +3.0% | -27.4% | +30.4% | +2.3% |
| 30D | +10.2% | -28.5% | +38.7% | +9.4% |
| 3M | +6.1% | -49.3% | +55.4% | +3.9% |
| 6M | +16.6% | -25.0% | +41.6% | +17.1% |
| YTD | +35.3% | -46.7% | +82.1% | +34.2% |
| 1Y | +31.5% | -48.3% | +79.7% | +32.4% |
| All | +31.5% | -50.5% | +82.0% | +32.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling