+135.9%
WMT vs AXTI
+614.9%
-479.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | 0.0% | +5.1% | -5.1% | 0.0% |
| 30D | -7.4% | -17.5% | +10.0% | -7.4% |
| 3M | -10.9% | -26.7% | +15.8% | -10.7% |
| 6M | -12.7% | +36.8% | -49.4% | -13.7% |
| YTD | -3.2% | +296.1% | -299.4% | -6.4% |
| 1Y | +5.3% | +1,810.6% | -1,805.4% | -1.4% |
| 3Y | +101.9% | +2,587.6% | -2,485.7% | +83.3% |
| All | +135.9% | +614.9% | -479.0% | +119.7% |
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 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