+743.4%
AXTI vs EQH
+102.2%
+641.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.7% |
| 7D | +5.1% | +0.7% | +4.4% | +4.5% |
| 30D | -17.5% | +2.8% | -20.3% | -19.3% |
| 3M | -26.7% | +23.1% | -49.8% | -36.4% |
| 6M | +36.8% | +41.4% | -4.6% | +4.8% |
| YTD | +296.1% | +14.3% | +281.9% | +250.5% |
| 1Y | +1,810.6% | +1.6% | +1,809.0% | +1,727.7% |
| 3Y | +2,587.6% | +102.7% | +2,484.8% | +1,455.5% |
| All | +743.4% | +102.2% | +641.1% | +386.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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