+322.9%
WMB vs AXON
+1,827.7%
-1,504.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.2% | +4.3% | +0.6% |
| 7D | +0.6% | -14.2% | +14.7% | +2.2% |
| 30D | +3.3% | -15.4% | +18.7% | +4.8% |
| 3M | +3.1% | +0.5% | +2.6% | +2.0% |
| 6M | -0.7% | -9.5% | +8.8% | -1.1% |
| YTD | +25.2% | -9.2% | +34.4% | +23.9% |
| 1Y | +32.9% | -29.4% | +62.2% | +35.5% |
| 3Y | +140.6% | +139.4% | +1.1% | +98.9% |
| 5Y | +273.5% | +178.9% | +94.5% | +193.2% |
| All | +322.9% | +1,827.7% | -1,504.8% | +140.9% |
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 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