+270.0%
AXTI vs WM
+799.5%
-529.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.3% | -8.7% | -8.5% |
| 7D | -23.4% | +1.2% | -24.6% | -23.8% |
| 30D | -42.6% | +13.7% | -56.3% | -45.1% |
| 3M | -46.7% | +5.2% | -52.0% | -48.2% |
| 6M | -66.2% | +11.2% | -77.4% | -68.2% |
| YTD | +140.4% | +9.4% | +131.0% | +124.4% |
| 1Y | +276.5% | +20.4% | +256.1% | +239.3% |
| 3Y | +1,885.4% | +44.7% | +1,840.7% | +1,556.8% |
| 5Y | +350.3% | +58.5% | +291.8% | +259.1% |
| 10Y | +702.2% | +326.4% | +375.9% | +352.6% |
| All | +270.0% | +799.5% | -529.5% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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