+2,759.3%
AXTI vs WMB
+145.3%
+2,614.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.5% |
| 7D | +21.0% | 0.0% | +21.0% | +21.1% |
| 30D | -6.6% | +4.6% | -11.2% | -8.7% |
| 3M | -12.1% | +5.7% | -17.8% | -15.0% |
| 6M | +78.7% | +4.2% | +74.5% | +75.8% |
| YTD | +321.5% | +26.8% | +294.6% | +285.9% |
| 1Y | +2,166.8% | +34.7% | +2,132.1% | +1,902.2% |
| All | +2,759.3% | +145.3% | +2,614.0% | +1,712.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling