+601.0%
AXTI vs WMB
+270.0%
+331.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.1% | -3.0% | -4.8% |
| 7D | +15.1% | -1.7% | +16.8% | +16.1% |
| 30D | -12.3% | +0.7% | -13.0% | -12.6% |
| 3M | -24.1% | +1.5% | -25.7% | -25.1% |
| 6M | +46.0% | +0.1% | +46.0% | +46.3% |
| YTD | +295.7% | +22.9% | +272.8% | +267.6% |
| 1Y | +1,825.6% | +27.9% | +1,797.7% | +1,650.8% |
| 3Y | +2,630.0% | +139.1% | +2,490.8% | +1,832.2% |
| 5Y | +601.0% | +270.9% | +330.0% | +422.2% |
| All | +601.0% | +270.0% | +331.0% | +422.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling