+651.5%
AXTI vs IWD
+72.9%
+578.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | +0.1% |
| 7D | +21.0% | -1.2% | +22.2% | +23.1% |
| 30D | -6.6% | -1.6% | -5.0% | -4.8% |
| 3M | -12.1% | +7.0% | -19.1% | -23.5% |
| 6M | +78.7% | +17.0% | +61.7% | +32.9% |
| YTD | +321.5% | +21.6% | +299.8% | +197.0% |
| 1Y | +2,166.8% | +28.0% | +2,138.8% | +1,382.1% |
| 3Y | +2,807.6% | +70.6% | +2,737.0% | +1,186.8% |
| 5Y | +651.5% | +73.3% | +578.1% | +247.1% |
| All | +651.5% | +72.9% | +578.5% | +247.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling