+264.5%
WMB vs AXON
+1,304.2%
-1,039.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -18.2% | +17.9% | +1.7% |
| 7D | -13.8% | -26.8% | +13.0% | -11.0% |
| 30D | -10.3% | -22.9% | +12.6% | -8.0% |
| 3M | -10.1% | -40.1% | +30.0% | -5.5% |
| 6M | -11.8% | -18.9% | +7.0% | -11.8% |
| YTD | +8.9% | -44.9% | +53.8% | +13.5% |
| 1Y | +14.0% | -46.7% | +60.7% | +19.2% |
| 3Y | +100.5% | +44.3% | +56.2% | +74.8% |
| 5Y | +179.5% | +71.4% | +108.1% | +130.9% |
| All | +264.5% | +1,304.2% | -1,039.8% | +122.1% |
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