+27.8%
AXTI vs IWD
+747.8%
-720.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.1% | -4.2% |
| 7D | +7.6% | +2.3% | +5.3% | +5.2% |
| 30D | -32.1% | +3.6% | -35.7% | -34.3% |
| 3M | -46.0% | +2.2% | -48.1% | -47.3% |
| 6M | -65.7% | +13.0% | -78.6% | -70.1% |
| YTD | +155.9% | +26.5% | +129.4% | +99.5% |
| 1Y | +300.8% | +30.1% | +270.6% | +203.4% |
| 3Y | +1,981.6% | +84.9% | +1,896.7% | +1,041.5% |
| 5Y | +359.3% | +73.4% | +285.9% | +176.2% |
| 10Y | +780.8% | +204.0% | +576.8% | +213.5% |
| All | +27.8% | +747.8% | -720.1% | -85.3% |
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