+80.4%
AXTI vs WU
-22.8%
+103.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.5% | +15.4% | +11.0% |
| 7D | +24.0% | -0.8% | +24.8% | +23.4% |
| 30D | -21.5% | -1.1% | -20.3% | -21.9% |
| 3M | -23.4% | -1.8% | -21.6% | -36.0% |
| All | +80.4% | -22.8% | +103.2% | +128.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling