+29.8%
WELL vs AXON
-44.3%
+74.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | -0.1% |
| 7D | +0.1% | +0.8% | -0.7% | +0.1% |
| 30D | +5.7% | -22.8% | +28.4% | +5.1% |
| 3M | +4.6% | -48.8% | +53.4% | +2.4% |
| 6M | +11.9% | -16.3% | +28.1% | +12.7% |
| YTD | +33.6% | -44.5% | +78.0% | +32.8% |
| 1Y | +29.8% | -43.4% | +73.2% | +30.0% |
| All | +29.8% | -44.3% | +74.0% | +30.0% |
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