+225.8%
WELL vs AXON
+71.5%
+154.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -18.2% | +18.0% | +0.8% |
| 7D | +4.4% | -26.8% | +31.3% | +6.0% |
| 30D | +10.8% | -22.9% | +33.7% | +12.2% |
| 3M | +4.2% | -40.1% | +44.3% | +6.6% |
| 6M | +14.0% | -18.9% | +32.9% | +13.9% |
| YTD | +33.4% | -44.9% | +78.3% | +36.5% |
| 1Y | +32.4% | -46.7% | +79.1% | +35.8% |
| 3Y | +194.7% | +44.3% | +150.4% | +164.5% |
| All | +225.8% | +71.5% | +154.3% | +172.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling