+110.4%
AXTI vs IWF
+720.7%
-610.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.3% |
| 7D | +21.0% | +0.5% | +20.5% | +20.1% |
| 30D | -6.6% | -1.4% | -5.3% | -4.4% |
| 3M | -12.1% | +0.4% | -12.5% | -9.0% |
| 6M | +78.7% | +8.5% | +70.3% | +69.4% |
| YTD | +321.5% | +3.7% | +317.8% | +329.2% |
| 1Y | +2,166.8% | +8.5% | +2,158.3% | +2,147.9% |
| 3Y | +2,807.6% | +78.5% | +2,729.1% | +1,525.7% |
| 5Y | +651.5% | +73.6% | +577.8% | +341.2% |
| 10Y | +1,560.5% | +421.3% | +1,139.2% | +169.2% |
| All | +110.4% | +720.7% | -610.3% | -75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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