+762.7%
AXTI vs WMB
+282.5%
+480.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.6% |
| 7D | +7.6% | +7.8% | -0.2% | +3.7% |
| 30D | -32.1% | -5.1% | -27.0% | -29.4% |
| 3M | -46.0% | -4.7% | -41.3% | -44.2% |
| 6M | -65.7% | -7.4% | -58.3% | -64.1% |
| YTD | +155.9% | +17.5% | +138.4% | +139.1% |
| 1Y | +300.8% | +19.5% | +281.3% | +271.0% |
| 3Y | +1,981.6% | +121.3% | +1,860.3% | +1,300.3% |
| 5Y | +359.3% | +200.5% | +158.8% | +159.7% |
| All | +762.7% | +282.5% | +480.2% | +286.5% |
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