+118.2%
WFC vs AXON
+1,048.6%
-930.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +0.9% | -27.4% | +28.2% | +5.2% |
| 30D | +3.3% | -28.5% | +31.7% | +7.9% |
| 3M | -1.4% | -49.3% | +47.8% | +7.6% |
| 6M | +14.7% | -25.0% | +39.7% | +17.0% |
| YTD | -5.9% | -46.7% | +40.8% | 0.0% |
| 1Y | +1.8% | -48.3% | +50.1% | +8.7% |
| 3Y | +124.9% | +38.8% | +86.1% | +95.9% |
| 5Y | +92.7% | +77.7% | +15.0% | +55.4% |
| 10Y | +118.2% | +1,028.0% | -909.8% | +27.3% |
| All | +118.2% | +1,048.6% | -930.4% | +27.3% |
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