+356.3%
AXTI vs W
-55.8%
+412.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -4.0% |
| 7D | +7.6% | +0.2% | +7.5% | +7.9% |
| 30D | -32.1% | +6.8% | -38.9% | -33.0% |
| 3M | -46.0% | +10.7% | -56.6% | -47.4% |
| 6M | -65.7% | +86.3% | -152.0% | -72.7% |
| YTD | +155.9% | +11.5% | +144.4% | +135.3% |
| 1Y | +300.8% | +5.1% | +295.7% | +272.0% |
| 3Y | +1,981.6% | +171.0% | +1,810.6% | +1,301.9% |
| All | +356.3% | -55.8% | +412.1% | +326.8% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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