+167.9%
WMT vs AXON
+71.5%
+96.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.2% |
| 7D | -1.6% | -28.7% | +27.1% | -0.3% |
| 30D | +12.9% | -28.3% | +41.2% | +14.3% |
| 3M | +12.6% | -46.9% | +59.5% | +15.3% |
| 6M | -3.4% | -24.9% | +21.4% | -2.9% |
| YTD | +13.5% | -46.6% | +60.1% | +15.6% |
| 1Y | +23.5% | -49.7% | +73.2% | +26.2% |
| 3Y | +137.3% | +40.6% | +96.8% | +127.6% |
| 5Y | +167.9% | +71.9% | +96.0% | +141.3% |
| All | +167.9% | +71.5% | +96.4% | +141.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling