+5,502.4%
AXTI vs WPM
+6,037.2%
-534.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.2% |
| 7D | +21.0% | +3.9% | +17.1% | +20.0% |
| 30D | -6.6% | +17.7% | -24.3% | -10.0% |
| 3M | -12.1% | +39.4% | -51.5% | -17.7% |
| 6M | +78.7% | +6.4% | +72.3% | +75.9% |
| YTD | +321.5% | +34.0% | +287.5% | +294.3% |
| 1Y | +2,166.8% | +50.5% | +2,116.3% | +1,977.3% |
| 3Y | +2,807.6% | +280.3% | +2,527.3% | +2,112.6% |
| 5Y | +651.5% | +266.3% | +385.1% | +469.2% |
| 10Y | +1,560.5% | +550.8% | +1,009.7% | +996.7% |
| All | +5,502.4% | +6,037.2% | -534.8% | +2,727.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling