+601.0%
AXTI vs ESI
+66.0%
+535.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.5% | -1.6% | -1.6% |
| 7D | +15.1% | -2.3% | +17.4% | +18.2% |
| 30D | -12.3% | -9.0% | -3.3% | -1.9% |
| 3M | -24.1% | -13.3% | -10.9% | -7.7% |
| 6M | +46.0% | +5.3% | +40.8% | +46.9% |
| YTD | +295.7% | +37.6% | +258.1% | +213.1% |
| 1Y | +1,825.6% | +33.6% | +1,792.0% | +1,488.9% |
| 3Y | +2,630.0% | +75.8% | +2,554.2% | +1,785.7% |
| 5Y | +601.0% | +68.6% | +532.4% | +427.9% |
| All | +601.0% | +66.0% | +535.0% | +427.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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