+1,982.4%
AXTI vs WSM
+19.9%
+1,962.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +2.1% | +7.6% | +9.1% |
| 7D | +5.1% | -3.3% | +8.4% | +6.1% |
| 30D | -10.2% | -8.4% | -1.8% | -8.1% |
| 3M | -41.8% | +9.7% | -51.5% | -44.8% |
| 6M | +57.5% | +16.7% | +40.8% | +44.0% |
| YTD | +277.0% | +28.7% | +248.3% | +228.5% |
| 1Y | +1,982.4% | +13.7% | +1,968.8% | +1,665.1% |
| All | +1,982.4% | +19.9% | +1,962.6% | +1,665.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling