+509.6%
AXTI vs HUM
+1,740.5%
-1,230.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.2% | -0.3% |
| 7D | +5.1% | +2.1% | +3.0% | +4.7% |
| 30D | -17.5% | +5.4% | -22.9% | -18.2% |
| 3M | -26.7% | +11.4% | -38.1% | -27.7% |
| 6M | +36.8% | +141.5% | -104.7% | +18.2% |
| YTD | +296.1% | +61.2% | +235.0% | +263.9% |
| 1Y | +1,810.6% | +49.2% | +1,761.5% | +1,672.3% |
| 3Y | +2,587.6% | -9.0% | +2,596.6% | +2,541.5% |
| 5Y | +601.7% | +7.2% | +594.6% | +560.0% |
| 10Y | +1,460.7% | +152.7% | +1,308.0% | +1,147.6% |
| All | +509.6% | +1,740.5% | -1,230.9% | +204.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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