+491.3%
WMB vs AXON
+75,157.7%
-74,666.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -9.8% | +4.5% | -3.8% |
| 7D | -14.2% | -12.7% | -1.5% | -12.4% |
| 30D | -11.2% | -8.6% | -2.6% | -10.1% |
| 3M | -9.9% | -37.2% | +27.4% | -4.1% |
| 6M | -14.4% | +0.5% | -14.9% | -16.4% |
| YTD | +9.2% | -32.6% | +41.9% | +12.1% |
| 1Y | +15.1% | -40.2% | +55.2% | +20.2% |
| 3Y | +99.2% | +76.1% | +23.1% | +67.7% |
| 5Y | +180.2% | +109.5% | +70.8% | +121.2% |
| 10Y | +273.7% | +1,640.5% | -1,366.8% | +88.7% |
| All | +491.3% | +75,157.7% | -74,666.4% | +58.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling