+145.0%
WFC vs AXTI
+1,483.6%
-1,338.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +0.4% | +5.1% | -4.7% | -0.1% |
| 30D | +1.5% | -17.5% | +19.0% | +2.5% |
| 3M | +10.2% | -26.7% | +36.9% | +9.9% |
| 6M | +18.8% | +36.8% | -18.0% | +7.7% |
| YTD | -1.5% | +296.1% | -297.7% | -22.2% |
| 1Y | +13.5% | +1,810.6% | -1,797.1% | -26.1% |
| 3Y | +135.0% | +2,587.6% | -2,452.6% | +30.7% |
| 5Y | +130.1% | +601.7% | -471.7% | +47.6% |
| All | +145.0% | +1,483.6% | -1,338.7% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded AXTI 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling