+554.7%
AXTI vs ED
+787.5%
-232.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +0.9% | +11.9% | +12.8% |
| 7D | +24.0% | +0.5% | +23.4% | +24.0% |
| 30D | -21.5% | +1.1% | -22.6% | -21.5% |
| 3M | -23.4% | +4.6% | -28.0% | -23.6% |
| 6M | +114.9% | -2.0% | +116.9% | +114.8% |
| YTD | +325.4% | +11.7% | +313.7% | +321.6% |
| 1Y | +2,136.7% | +15.7% | +2,120.9% | +2,106.7% |
| 3Y | +2,835.0% | +34.4% | +2,800.7% | +2,714.8% |
| 5Y | +652.8% | +67.3% | +585.5% | +600.6% |
| 10Y | +1,513.9% | +104.0% | +1,409.9% | +1,315.3% |
| All | +554.7% | +787.5% | -232.8% | +460.8% |
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