+2,759.3%
AXTI vs IWD
+69.9%
+2,689.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | +0.3% |
| 7D | +21.0% | -1.2% | +22.2% | +23.5% |
| 30D | -6.6% | -1.6% | -5.0% | -4.4% |
| 3M | -12.1% | +7.0% | -19.1% | -26.1% |
| 6M | +78.7% | +17.0% | +61.7% | +23.3% |
| YTD | +321.5% | +21.6% | +299.8% | +172.5% |
| 1Y | +2,166.8% | +28.0% | +2,138.8% | +1,236.3% |
| All | +2,759.3% | +69.9% | +2,689.5% | +924.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 3y: compounded portfolio wealth divided by compounded IWD 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…
3y analysis · Full analysis span regression · 6 months rolling