+912.0%
AXTI vs EQH
+234.7%
+677.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.6% |
| 7D | +5.1% | +0.7% | +4.4% | +4.5% |
| 30D | -17.5% | +2.8% | -20.3% | -19.2% |
| 3M | -26.7% | +23.1% | -49.8% | -35.4% |
| 6M | +36.8% | +41.4% | -4.6% | +8.3% |
| YTD | +296.1% | +14.3% | +281.9% | +253.5% |
| 1Y | +1,810.6% | +1.6% | +1,809.0% | +1,715.4% |
| 3Y | +2,587.6% | +102.7% | +2,484.8% | +1,637.8% |
| 5Y | +601.7% | +104.5% | +497.2% | +347.7% |
| All | +912.0% | +234.7% | +677.3% | +422.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling