+127.9%
WFC vs AXTI
+598.0%
-470.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.1% | +5.9% | +0.1% |
| 7D | +0.3% | +15.1% | -14.8% | -0.5% |
| 30D | +2.3% | -12.3% | +14.6% | +2.6% |
| 3M | +9.8% | -24.1% | +33.9% | +9.3% |
| 6M | +15.6% | +46.0% | -30.5% | +7.1% |
| YTD | -2.4% | +295.7% | -298.2% | -18.1% |
| 1Y | +13.8% | +1,825.6% | -1,811.8% | -18.0% |
| 3Y | +134.6% | +2,630.0% | -2,495.3% | +48.3% |
| 5Y | +127.9% | +601.0% | -473.1% | +63.5% |
| All | +127.9% | +598.0% | -470.0% | +63.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling