+12.5%
WFC vs AXTI
+1,802.9%
-1,790.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.1% | +5.9% | -0.2% |
| 7D | +0.3% | +15.1% | -14.8% | +0.1% |
| 30D | +2.3% | -12.3% | +14.6% | +2.4% |
| 3M | +9.8% | -24.1% | +33.9% | +9.3% |
| 6M | +15.6% | +46.0% | -30.5% | +11.3% |
| YTD | -2.4% | +295.7% | -298.2% | -9.7% |
| All | +12.5% | +1,802.9% | -1,790.4% | -3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling