+2,587.6%
AXTI vs WELL
+200.9%
+2,386.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -0.2% | +5.3% | +5.1% |
| 30D | -17.5% | +2.3% | -19.8% | -17.4% |
| 3M | -26.7% | +12.3% | -38.9% | -27.4% |
| 6M | +36.8% | +15.6% | +21.2% | +35.0% |
| YTD | +296.1% | +28.3% | +267.8% | +285.8% |
| 1Y | +1,810.6% | +41.9% | +1,768.7% | +1,709.4% |
| 3Y | +2,587.6% | +198.3% | +2,389.2% | +1,868.4% |
| All | +2,587.6% | +200.9% | +2,386.7% | +1,868.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling