+1,472.1%
AXTI vs NLY
+81.8%
+1,390.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +5.1% | -4.0% | +9.1% | +7.3% |
| 30D | -17.5% | -5.2% | -12.2% | -15.3% |
| 3M | -26.7% | +2.8% | -29.5% | -28.0% |
| 6M | +36.8% | +4.2% | +32.6% | +32.4% |
| YTD | +296.1% | +4.7% | +291.5% | +281.1% |
| 1Y | +1,810.6% | +12.7% | +1,797.9% | +1,663.4% |
| 3Y | +2,587.6% | +62.5% | +2,525.0% | +1,981.6% |
| 5Y | +601.7% | +26.3% | +575.4% | +505.6% |
| All | +1,472.1% | +81.8% | +1,390.3% | +1,170.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NLY.
Daily Out/Under-Performance
Portfolio return minus NLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NLY 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 10y: compounded portfolio wealth divided by compounded NLY 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…
10y analysis · Full analysis span regression · 6 months rolling