+931.1%
WMT vs AXON
+101,343.3%
-100,412.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +3.0% | -1.0% |
| 7D | +3.9% | -14.2% | +18.1% | +4.7% |
| 30D | -4.4% | -15.4% | +11.0% | -3.7% |
| 3M | -8.8% | +0.5% | -9.3% | -9.1% |
| 6M | -15.6% | -9.5% | -6.1% | -15.7% |
| YTD | -3.2% | -9.2% | +6.0% | -3.6% |
| 1Y | +7.0% | -29.4% | +36.4% | +7.9% |
| 3Y | +105.3% | +139.4% | -34.1% | +92.0% |
| 5Y | +129.3% | +178.9% | -49.7% | +110.3% |
| 10Y | +423.9% | +1,840.8% | -1,416.9% | +321.6% |
| All | +931.1% | +101,343.3% | -100,412.2% | +586.2% |
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 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