+651.5%
AXTI vs INTU
-42.7%
+694.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.6% | -0.7% |
| 7D | +21.0% | -8.5% | +29.5% | +22.5% |
| 30D | -6.6% | -6.1% | -0.5% | -6.4% |
| 3M | -12.1% | +7.3% | -19.4% | -16.2% |
| 6M | +78.7% | -33.2% | +111.9% | +93.3% |
| YTD | +321.5% | -52.2% | +373.6% | +422.0% |
| 1Y | +2,166.8% | -52.7% | +2,219.5% | +2,709.5% |
| 3Y | +2,807.6% | -41.6% | +2,849.2% | +3,035.4% |
| 5Y | +651.5% | -42.6% | +694.1% | +642.7% |
| All | +651.5% | -42.7% | +694.2% | +642.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling