+2,759.3%
AXTI vs WEC
+40.3%
+2,719.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -1.3% |
| 7D | +21.0% | +0.4% | +20.6% | +21.2% |
| 30D | -6.6% | +0.9% | -7.5% | -6.2% |
| 3M | -12.1% | -5.3% | -6.7% | -13.9% |
| 6M | +78.7% | -6.6% | +85.3% | +74.7% |
| YTD | +321.5% | +3.3% | +318.2% | +327.1% |
| 1Y | +2,166.8% | +2.1% | +2,164.7% | +2,179.0% |
| All | +2,759.3% | +40.3% | +2,719.1% | +2,761.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 3y: compounded portfolio wealth divided by compounded WEC 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…
3y analysis · Full analysis span regression · 6 months rolling