+541.0%
AXTI vs ELV
+2,378.1%
-1,837.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.3% | -0.6% |
| 7D | +21.0% | -2.2% | +23.2% | +21.6% |
| 30D | -6.6% | -0.2% | -6.4% | -6.9% |
| 3M | -12.1% | -6.1% | -6.0% | -11.0% |
| 6M | +78.7% | +42.8% | +35.9% | +60.7% |
| YTD | +321.5% | +14.4% | +307.1% | +298.2% |
| 1Y | +2,166.8% | +28.6% | +2,138.2% | +1,968.1% |
| 3Y | +2,807.6% | -7.4% | +2,815.0% | +2,757.0% |
| 5Y | +651.5% | +14.5% | +637.0% | +580.7% |
| 10Y | +1,560.5% | +257.4% | +1,303.1% | +942.7% |
| All | +541.0% | +2,378.1% | -1,837.0% | +202.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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