+433.7%
WMT vs AXON
+1,811.1%
-1,377.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.8% | -0.1% |
| 7D | -0.2% | -3.3% | +3.1% | -0.1% |
| 30D | -5.8% | -17.8% | +12.0% | -5.0% |
| 3M | -10.8% | +8.3% | -19.0% | -11.5% |
| 6M | -14.3% | -12.4% | -2.0% | -14.3% |
| YTD | -4.4% | -13.7% | +9.3% | -4.5% |
| 1Y | +4.3% | -33.1% | +37.4% | +5.6% |
| 3Y | +100.1% | +128.2% | -28.1% | +86.8% |
| 5Y | +130.8% | +170.5% | -39.7% | +110.9% |
| 10Y | +433.7% | +1,846.0% | -1,412.3% | +337.4% |
| All | +433.7% | +1,811.1% | -1,377.4% | +337.4% |
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