+743.4%
AXTI vs WSM
+175.3%
+568.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.4% |
| 7D | +5.1% | -0.5% | +5.6% | +5.4% |
| 30D | -17.5% | -7.7% | -9.7% | -14.5% |
| 3M | -26.7% | +3.8% | -30.5% | -28.7% |
| 6M | +36.8% | +22.7% | +14.1% | +21.4% |
| YTD | +296.1% | +28.0% | +268.1% | +246.6% |
| 1Y | +1,810.6% | +12.7% | +1,797.9% | +1,668.3% |
| 3Y | +2,587.6% | +231.3% | +2,356.3% | +1,436.0% |
| All | +743.4% | +175.3% | +568.1% | +410.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling