+797.7%
AXTI vs INTU
+230.7%
+567.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.7% | -6.6% | -7.1% |
| 7D | +18.6% | -4.1% | +22.7% | +20.1% |
| 30D | -32.6% | +12.8% | -45.5% | -36.2% |
| 3M | -44.5% | +2.1% | -46.6% | -46.9% |
| 6M | -64.6% | -11.5% | -53.1% | -65.9% |
| YTD | +166.3% | -47.9% | +214.2% | +228.0% |
| 1Y | +296.5% | -47.7% | +344.2% | +383.9% |
| 3Y | +2,099.0% | -34.0% | +2,132.9% | +2,130.4% |
| 5Y | +377.9% | -43.5% | +421.5% | +407.1% |
| All | +797.7% | +230.7% | +567.0% | +156.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 10y: compounded portfolio wealth divided by compounded INTU 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…
10y analysis · Full analysis span regression · 6 months rolling