+544.2%
WMT vs AXON
+1,058.0%
-513.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.7% | -1.2% | +1.4% |
| 7D | +2.0% | +0.8% | +1.3% | +2.0% |
| 30D | +10.3% | -22.8% | +33.0% | +11.6% |
| 3M | +11.0% | -48.8% | +59.7% | +14.4% |
| 6M | -2.3% | -16.3% | +14.0% | -2.2% |
| YTD | +15.7% | -44.5% | +60.2% | +18.0% |
| 1Y | +26.0% | -43.4% | +69.4% | +28.3% |
| 3Y | +136.5% | +44.3% | +92.2% | +125.5% |
| 5Y | +176.8% | +85.1% | +91.7% | +156.9% |
| All | +544.2% | +1,058.0% | -513.7% | +442.6% |
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