+1.8%
WFC vs AXON
-45.9%
+47.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.2% | -0.2% |
| 7D | -1.3% | -25.6% | +24.4% | +0.3% |
| 30D | +3.6% | -23.9% | +27.5% | +5.1% |
| 3M | -1.3% | -50.4% | +49.1% | +2.5% |
| 6M | +18.0% | -20.0% | +38.0% | +18.3% |
| YTD | -5.9% | -44.5% | +38.6% | -2.6% |
| 1Y | +1.8% | -44.9% | +46.7% | +5.9% |
| All | +1.8% | -45.9% | +47.7% | +5.9% |
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