+554.7%
AXTI vs WELL
+4,551.1%
-3,996.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +0.5% | +12.4% | +12.7% |
| 7D | +24.0% | -1.3% | +25.3% | +24.4% |
| 30D | -21.5% | +0.5% | -22.0% | -21.7% |
| 3M | -23.4% | +19.1% | -42.4% | -28.7% |
| 6M | +114.9% | +17.0% | +97.9% | +100.1% |
| YTD | +325.4% | +29.2% | +296.2% | +283.7% |
| 1Y | +2,136.7% | +42.1% | +2,094.5% | +1,839.4% |
| 3Y | +2,835.0% | +204.5% | +2,630.5% | +1,817.2% |
| 5Y | +652.8% | +211.0% | +441.8% | +384.2% |
| 10Y | +1,513.9% | +337.6% | +1,176.3% | +740.0% |
| All | +554.7% | +4,551.1% | -3,996.4% | +25.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling