+419.6%
AXTI vs INTU
-41.3%
+460.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +0.6% | +18.8% | +19.4% |
| 7D | -1.2% | -3.9% | +2.7% | -0.9% |
| 30D | -24.2% | +12.0% | -36.2% | -25.5% |
| 3M | -36.3% | +2.3% | -38.7% | -37.2% |
| 6M | -62.7% | -12.1% | -50.6% | -62.5% |
| YTD | +187.3% | -47.5% | +234.8% | +248.6% |
| 1Y | +344.8% | -46.9% | +391.7% | +434.2% |
| 3Y | +2,272.2% | -33.5% | +2,305.7% | +2,370.9% |
| 5Y | +419.6% | -41.2% | +460.8% | +442.3% |
| All | +419.6% | -41.3% | +460.9% | +442.3% |
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