+786.9%
AXTI vs GLDM
+248.1%
+538.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.9% | +10.6% | +9.9% |
| 7D | +5.1% | -0.5% | +5.7% | +5.3% |
| 30D | -10.2% | +4.4% | -14.6% | -11.0% |
| 3M | -41.8% | -1.1% | -40.8% | -41.8% |
| 6M | +57.5% | -13.7% | +71.2% | +60.9% |
| YTD | +277.0% | +2.8% | +274.2% | +264.5% |
| 1Y | +1,982.4% | +24.8% | +1,957.6% | +1,821.8% |
| 3Y | +2,234.8% | +127.8% | +2,107.0% | +1,698.6% |
| 5Y | +528.3% | +141.1% | +387.2% | +368.7% |
| All | +786.9% | +248.1% | +538.8% | +687.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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