+113.4%
WMB vs AXON
+31.7%
+81.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.1% | +6.8% | +3.8% |
| 7D | -6.7% | -28.7% | +22.1% | -5.7% |
| 30D | -8.6% | -28.3% | +19.7% | -7.7% |
| 3M | -4.9% | -46.9% | +42.0% | -3.2% |
| 6M | -6.3% | -24.9% | +18.6% | -6.4% |
| YTD | +13.0% | -46.6% | +59.6% | +15.1% |
| 1Y | +14.9% | -49.7% | +64.6% | +17.7% |
| 3Y | +113.4% | +40.6% | +72.8% | +95.2% |
| All | +113.4% | +31.7% | +81.7% | +95.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling