+1,472.1%
AXTI vs WPM
+558.4%
+913.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.5% |
| 7D | +5.1% | -0.6% | +5.6% | +5.3% |
| 30D | -17.5% | +14.4% | -31.9% | -21.0% |
| 3M | -26.7% | +37.0% | -63.7% | -32.9% |
| 6M | +36.8% | +4.1% | +32.6% | +33.8% |
| YTD | +296.1% | +31.7% | +264.4% | +261.7% |
| 1Y | +1,810.6% | +44.2% | +1,766.4% | +1,607.1% |
| 3Y | +2,587.6% | +265.5% | +2,322.1% | +1,786.6% |
| 5Y | +601.7% | +262.5% | +339.2% | +384.3% |
| All | +1,472.1% | +558.4% | +913.7% | +951.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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