+743.4%
AXTI vs IJH
+48.0%
+695.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -1.2% |
| 7D | +5.1% | -1.9% | +6.9% | +8.3% |
| 30D | -17.5% | -4.6% | -12.8% | -10.1% |
| 3M | -26.7% | -1.2% | -25.5% | -23.5% |
| 6M | +36.8% | +9.4% | +27.4% | +21.0% |
| YTD | +296.1% | +13.3% | +282.8% | +239.9% |
| 1Y | +1,810.6% | +13.4% | +1,797.2% | +1,564.0% |
| 3Y | +2,587.6% | +50.4% | +2,537.1% | +1,596.9% |
| All | +743.4% | +48.0% | +695.4% | +487.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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