+266.3%
WMB vs AXON
+1,048.6%
-782.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | -6.9% | -27.4% | +20.5% | -3.8% |
| 30D | -7.2% | -28.5% | +21.3% | -4.0% |
| 3M | -5.4% | -49.3% | +43.8% | +1.3% |
| 6M | -4.9% | -25.0% | +20.2% | -3.8% |
| YTD | +14.7% | -46.7% | +61.4% | +20.0% |
| 1Y | +14.7% | -48.3% | +63.0% | +20.4% |
| 3Y | +116.4% | +38.8% | +77.6% | +89.3% |
| 5Y | +198.5% | +77.7% | +120.8% | +144.1% |
| 10Y | +266.3% | +1,028.0% | -761.8% | +125.8% |
| All | +266.3% | +1,048.6% | -782.3% | +125.8% |
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