+4.0%
WM vs AXTX
-92.0%
+96.0%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +21.0% | -20.8% | +0.9% |
| 7D | -0.5% | -29.2% | +28.7% | -1.0% |
| 30D | +13.3% | -69.6% | +82.9% | +10.4% |
| 3M | +4.4% | -86.5% | +90.9% | +0.9% |
| 6M | +10.8% | -96.4% | +107.2% | +9.6% |
| All | +4.0% | -92.0% | +96.0% | +4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling