+548.6%
AXTI vs WEC
+1,779.8%
-1,231.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | +21.0% | +0.4% | +20.6% | +20.9% |
| 30D | -6.6% | +0.9% | -7.5% | -6.8% |
| 3M | -12.1% | -5.3% | -6.7% | -11.5% |
| 6M | +78.7% | -6.6% | +85.3% | +80.3% |
| YTD | +321.5% | +3.3% | +318.2% | +315.9% |
| 1Y | +2,166.8% | +2.1% | +2,164.7% | +2,136.2% |
| 3Y | +2,807.6% | +39.6% | +2,768.0% | +2,537.5% |
| 5Y | +651.5% | +31.2% | +620.3% | +586.5% |
| 10Y | +1,560.5% | +148.4% | +1,412.1% | +1,057.7% |
| All | +548.6% | +1,779.8% | -1,231.3% | +149.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling