+293.8%
AXTI vs ED
+891.9%
-598.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.4% | -5.3% | -3.9% |
| 7D | +7.6% | +2.1% | +5.6% | +7.6% |
| 30D | -32.1% | +10.4% | -42.5% | -32.0% |
| 3M | -46.0% | +12.5% | -58.5% | -46.0% |
| 6M | -65.7% | +14.9% | -80.6% | -65.7% |
| YTD | +155.9% | +24.8% | +131.1% | +153.7% |
| 1Y | +300.8% | +23.8% | +276.9% | +297.4% |
| 3Y | +1,981.6% | +51.6% | +1,929.9% | +1,895.2% |
| 5Y | +359.3% | +86.4% | +272.9% | +328.0% |
| 10Y | +780.8% | +145.4% | +635.4% | +663.0% |
| All | +293.8% | +891.9% | -598.1% | +237.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling