+280.9%
WMB vs AXON
+1,109.0%
-828.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.3% | -2.1% | +1.7% |
| 7D | +1.6% | -25.6% | +27.2% | +4.7% |
| 30D | -7.1% | -23.9% | +16.8% | -4.5% |
| 3M | -4.0% | -50.4% | +46.4% | +3.2% |
| 6M | -5.7% | -20.0% | +14.3% | -5.4% |
| YTD | +17.2% | -44.5% | +61.6% | +22.0% |
| 1Y | +17.2% | -44.9% | +62.1% | +22.0% |
| 3Y | +121.1% | +44.7% | +76.3% | +92.5% |
| 5Y | +197.2% | +86.7% | +110.5% | +141.5% |
| 10Y | +280.9% | +1,060.5% | -779.6% | +134.9% |
| All | +280.9% | +1,109.0% | -828.0% | +134.9% |
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