+554.7%
AXTI vs WMB
+788.6%
-233.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +2.3% | +10.6% | +12.4% |
| 7D | +24.0% | +0.8% | +23.2% | +23.8% |
| 30D | -21.5% | +7.7% | -29.2% | -22.8% |
| 3M | -23.4% | +6.7% | -30.1% | -24.6% |
| 6M | +114.9% | +3.6% | +111.3% | +113.4% |
| YTD | +325.4% | +28.0% | +297.4% | +303.8% |
| 1Y | +2,136.7% | +37.6% | +2,099.0% | +1,987.9% |
| 3Y | +2,835.0% | +149.0% | +2,686.0% | +2,320.9% |
| 5Y | +652.8% | +285.3% | +367.5% | +464.1% |
| 10Y | +1,513.9% | +302.1% | +1,211.9% | +1,075.1% |
| All | +554.7% | +788.6% | -233.9% | +192.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling