+3,019.3%
AXTI vs ESI
+226.4%
+2,792.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +0.6% | +12.3% | +12.6% |
| 7D | +24.0% | +5.4% | +18.6% | +20.8% |
| 30D | -21.5% | -4.2% | -17.3% | -18.8% |
| 3M | -23.4% | -9.6% | -13.8% | -16.8% |
| 6M | +114.9% | +18.3% | +96.6% | +107.7% |
| YTD | +325.4% | +45.8% | +279.6% | +275.0% |
| 1Y | +2,136.7% | +39.2% | +2,097.5% | +1,935.6% |
| 3Y | +2,835.0% | +86.3% | +2,748.8% | +2,346.6% |
| 5Y | +652.8% | +76.2% | +576.6% | +541.7% |
| 10Y | +1,513.9% | +306.8% | +1,207.2% | +970.6% |
| All | +3,019.3% | +226.4% | +2,792.9% | +1,982.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling