+300.8%
AXTI vs WMB
+17.3%
+283.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.5% |
| 7D | +7.6% | +7.8% | -0.2% | +1.1% |
| 30D | -32.1% | -5.1% | -27.0% | -28.3% |
| 3M | -46.0% | -4.7% | -41.3% | -43.1% |
| 6M | -65.7% | -7.4% | -58.3% | -62.6% |
| YTD | +155.9% | +17.5% | +138.4% | +217.7% |
| 1Y | +300.8% | +19.5% | +281.3% | +398.4% |
| All | +300.8% | +17.3% | +283.4% | +398.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling