+2,587.6%
AXTI vs WU
-28.7%
+2,616.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | +5.1% | -3.5% | +8.6% | +5.5% |
| 30D | -17.5% | -2.9% | -14.5% | -17.4% |
| 3M | -26.7% | -2.3% | -24.4% | -31.6% |
| 6M | +36.8% | -25.4% | +62.1% | +49.0% |
| YTD | +296.1% | -21.2% | +317.3% | +319.8% |
| 1Y | +1,810.6% | -8.9% | +1,819.5% | +1,757.0% |
| 3Y | +2,587.6% | -29.0% | +2,616.5% | +2,893.6% |
| All | +2,587.6% | -28.7% | +2,616.3% | +2,893.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling