+281.4%
WMB vs AXON
+1,058.0%
-776.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.7% | -3.2% | -0.8% |
| 7D | +7.8% | +0.8% | +7.0% | +7.7% |
| 30D | -5.1% | -22.8% | +17.7% | -2.7% |
| 3M | -4.7% | -48.8% | +44.0% | +2.0% |
| 6M | -7.4% | -16.3% | +8.9% | -7.6% |
| YTD | +17.5% | -44.5% | +61.9% | +22.3% |
| 1Y | +19.5% | -43.4% | +62.9% | +23.9% |
| 3Y | +121.3% | +44.3% | +77.0% | +92.8% |
| 5Y | +200.5% | +85.1% | +115.4% | +144.6% |
| All | +281.4% | +1,058.0% | -776.6% | +136.4% |
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