+13.5%
WFC vs AXON
-33.3%
+46.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.1% | +5.0% | +2.1% |
| 7D | +0.4% | -3.3% | +3.8% | +0.6% |
| 30D | +2.5% | -17.8% | +20.3% | +3.5% |
| 3M | +10.0% | +8.3% | +1.7% | +9.1% |
| 6M | +15.1% | -12.4% | +27.4% | +16.4% |
| YTD | -2.2% | -13.7% | +11.5% | -1.5% |
| 1Y | +13.5% | -33.1% | +46.5% | +15.3% |
| All | +13.5% | -33.3% | +46.7% | +15.3% |
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 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