+17.2%
WMB vs AXON
-45.9%
+63.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.3% | -2.1% | +2.4% |
| 7D | +1.6% | -25.6% | +27.2% | +0.3% |
| 30D | -7.1% | -23.9% | +16.8% | -8.1% |
| 3M | -4.0% | -50.4% | +46.4% | -7.3% |
| 6M | -5.7% | -20.0% | +14.3% | -5.7% |
| YTD | +17.2% | -44.5% | +61.6% | +13.9% |
| 1Y | +17.2% | -44.9% | +62.1% | +14.2% |
| All | +17.2% | -45.9% | +63.1% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling