+1,982.4%
AXTI vs WELL
+42.4%
+1,940.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -2.1% | +11.7% | +8.7% |
| 7D | +5.1% | -0.8% | +5.9% | +4.9% |
| 30D | -10.2% | -0.1% | -10.1% | -10.3% |
| 3M | -41.8% | +18.0% | -59.9% | -40.0% |
| 6M | +57.5% | +15.0% | +42.5% | +63.9% |
| YTD | +277.0% | +28.6% | +248.4% | +297.5% |
| 1Y | +1,982.4% | +42.9% | +1,939.5% | +1,982.2% |
| All | +1,982.4% | +42.4% | +1,940.0% | +1,982.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 1y: compounded portfolio wealth divided by compounded WELL 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…
1y analysis · Full analysis span regression · 6 months rolling