+548.6%
AXTI vs WSM
+5,269.8%
-4,721.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +21.0% | +2.6% | +18.4% | +20.3% |
| 30D | -6.6% | -9.3% | +2.7% | -4.5% |
| 3M | -12.1% | +7.1% | -19.1% | -14.1% |
| 6M | +78.7% | +21.7% | +57.0% | +68.2% |
| YTD | +321.5% | +28.7% | +292.7% | +292.6% |
| 1Y | +2,166.8% | +13.9% | +2,152.9% | +2,075.4% |
| 3Y | +2,807.6% | +232.2% | +2,575.4% | +2,067.1% |
| 5Y | +651.5% | +176.4% | +475.1% | +470.8% |
| 10Y | +1,560.5% | +1,072.4% | +488.1% | +797.9% |
| All | +548.6% | +5,269.8% | -4,721.3% | +128.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling