+1,162.6%
AXTI vs GWRE
+741.3%
+421.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | +5.1% | -13.2% | +18.3% | +8.9% |
| 30D | -17.5% | -18.6% | +1.1% | -15.1% |
| 3M | -26.7% | +18.9% | -45.6% | -35.8% |
| 6M | +36.8% | -11.0% | +47.7% | +30.0% |
| YTD | +296.1% | -29.9% | +326.0% | +303.5% |
| 1Y | +1,810.6% | -44.3% | +1,855.0% | +2,019.3% |
| 3Y | +2,587.6% | +51.7% | +2,535.9% | +1,809.0% |
| 5Y | +601.7% | +15.4% | +586.3% | +441.3% |
| 10Y | +1,460.7% | +129.4% | +1,331.3% | +915.0% |
| All | +1,162.6% | +741.3% | +421.3% | +545.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 GWRE 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