+15.0%
WELL vs AXON
-10.0%
+25.0%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.2% | +2.1% | -2.2% |
| 7D | -0.8% | -14.2% | +13.4% | -1.5% |
| 30D | -0.1% | -15.4% | +15.3% | -0.8% |
| 3M | +18.0% | +0.5% | +17.5% | +18.0% |
| 6M | +15.0% | -9.5% | +24.5% | +16.2% |
| All | +15.0% | -10.0% | +25.0% | +16.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling