+1,472.1%
AXTI vs ED
+108.5%
+1,363.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | 0.0% |
| 7D | +5.1% | -0.8% | +5.9% | +4.8% |
| 30D | -17.5% | -0.4% | -17.0% | -17.5% |
| 3M | -26.7% | +0.5% | -27.1% | -26.3% |
| 6M | +36.8% | -3.1% | +39.9% | +37.0% |
| YTD | +296.1% | +9.8% | +286.3% | +304.7% |
| 1Y | +1,810.6% | +12.6% | +1,798.0% | +1,861.8% |
| 3Y | +2,587.6% | +31.4% | +2,556.2% | +2,656.7% |
| 5Y | +601.7% | +69.4% | +532.3% | +627.2% |
| All | +1,472.1% | +108.5% | +1,363.6% | +1,539.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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