+601.0%
AXTI vs WEC
+30.3%
+570.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.8% | -5.4% | -6.2% |
| 7D | +15.1% | -1.3% | +16.4% | +15.0% |
| 30D | -12.3% | -0.4% | -11.9% | -12.3% |
| 3M | -24.1% | -6.8% | -17.4% | -24.6% |
| 6M | +46.0% | -6.4% | +52.4% | +45.3% |
| YTD | +295.7% | +2.5% | +293.2% | +294.2% |
| 1Y | +1,825.6% | -0.4% | +1,826.0% | +1,813.1% |
| 3Y | +2,630.0% | +38.5% | +2,591.4% | +2,470.7% |
| 5Y | +601.0% | +31.7% | +569.3% | +576.8% |
| All | +601.0% | +30.3% | +570.7% | +576.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling