+5.6%
WM vs AXTX
-90.7%
+96.3%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +38.5% | -37.3% | +2.6% |
| 7D | +0.8% | -15.5% | +16.3% | +1.0% |
| 30D | +13.8% | -56.6% | +70.4% | +12.4% |
| 3M | +6.4% | -76.6% | +83.0% | +4.8% |
| 6M | +13.2% | -96.4% | +109.6% | +12.5% |
| All | +5.6% | -90.7% | +96.3% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 10y: compounded portfolio wealth divided by compounded AXTX 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…
10y analysis · Full analysis span regression · 6 months rolling