+855.2%
WFC vs AXTI
+487.0%
+368.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +9.7% | -8.8% | +0.2% |
| 7D | +3.8% | +5.1% | -1.4% | +3.4% |
| 30D | +1.5% | -10.2% | +11.6% | +1.5% |
| 3M | +10.9% | -41.8% | +52.7% | +12.3% |
| 6M | +8.4% | +57.5% | -49.1% | -1.1% |
| YTD | -1.9% | +277.0% | -278.9% | -18.0% |
| 1Y | +12.3% | +1,982.4% | -1,970.1% | -19.3% |
| 3Y | +132.3% | +2,234.8% | -2,102.5% | +53.7% |
| 5Y | +130.1% | +528.3% | -398.3% | +65.0% |
| 10Y | +134.4% | +1,310.5% | -1,176.1% | +48.2% |
| All | +855.2% | +487.0% | +368.2% | +379.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling