+1.8%
WFC vs AXON
-50.5%
+52.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +0.9% | -27.4% | +28.2% | +2.6% |
| 30D | +3.3% | -28.5% | +31.7% | +5.1% |
| 3M | -1.4% | -49.3% | +47.8% | +2.1% |
| 6M | +14.7% | -25.0% | +39.7% | +15.5% |
| YTD | -5.9% | -46.7% | +40.8% | -2.4% |
| 1Y | +1.8% | -48.3% | +50.1% | +8.5% |
| All | +1.8% | -50.5% | +52.4% | +8.5% |
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