+88.2%
AXTI vs IWD
+726.5%
-638.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.7% | +10.4% | +10.4% |
| 7D | +5.1% | -0.3% | +5.4% | +5.4% |
| 30D | -10.2% | +0.6% | -10.7% | -11.1% |
| 3M | -41.8% | +7.2% | -49.1% | -46.4% |
| 6M | +57.5% | +16.2% | +41.3% | +33.6% |
| YTD | +277.0% | +23.3% | +253.7% | +201.1% |
| 1Y | +1,982.4% | +29.6% | +1,952.9% | +1,490.8% |
| 3Y | +2,234.8% | +70.5% | +2,164.4% | +1,291.2% |
| 5Y | +528.3% | +73.5% | +454.9% | +276.1% |
| 10Y | +1,310.5% | +198.3% | +1,112.2% | +410.7% |
| All | +88.2% | +726.5% | -638.3% | -77.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling