+1,404.7%
AXTI vs WU
-22.8%
+1,427.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.4% | -5.9% |
| 7D | +15.1% | -5.0% | +20.1% | +16.8% |
| 30D | -12.3% | -2.3% | -10.0% | -12.1% |
| 3M | -24.1% | -3.2% | -20.9% | -26.6% |
| 6M | +46.0% | -25.0% | +71.1% | +55.1% |
| YTD | +295.7% | -21.7% | +317.4% | +314.2% |
| 1Y | +1,825.6% | -9.0% | +1,834.6% | +1,806.1% |
| 3Y | +2,630.0% | -28.9% | +2,658.8% | +2,821.4% |
| 5Y | +601.0% | -51.0% | +652.0% | +728.8% |
| 10Y | +1,459.0% | -40.1% | +1,499.1% | +1,594.3% |
| All | +1,404.7% | -22.8% | +1,427.5% | +1,264.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling