+743.4%
AXTI vs DE
+97.2%
+646.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +5.1% | -2.6% | +7.6% | +6.1% |
| 30D | -17.5% | +9.0% | -26.5% | -20.8% |
| 3M | -26.7% | +19.1% | -45.8% | -32.5% |
| 6M | +36.8% | +14.4% | +22.4% | +27.4% |
| YTD | +296.1% | +45.9% | +250.2% | +228.3% |
| 1Y | +1,810.6% | +43.6% | +1,767.0% | +1,480.0% |
| 3Y | +2,587.6% | +75.9% | +2,511.7% | +1,891.5% |
| All | +743.4% | +97.2% | +646.2% | +475.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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