+1,472.1%
AXTI vs WMB
+304.9%
+1,167.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.1% | -1.8% | +6.8% | +6.2% |
| 30D | -17.5% | -1.2% | -16.3% | -17.1% |
| 3M | -26.7% | +2.5% | -29.1% | -28.1% |
| 6M | +36.8% | -0.7% | +37.4% | +37.2% |
| YTD | +296.1% | +23.0% | +273.2% | +257.7% |
| 1Y | +1,810.6% | +26.7% | +1,783.9% | +1,590.6% |
| 3Y | +2,587.6% | +140.2% | +2,447.4% | +1,611.6% |
| 5Y | +601.7% | +271.1% | +330.7% | +248.8% |
| All | +1,472.1% | +304.9% | +1,167.2% | +594.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 10y: compounded portfolio wealth divided by compounded WMB 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…
10y analysis · Full analysis span regression · 6 months rolling