+509.6%
AXTI vs NLY
+1,417.1%
-907.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +5.1% | -4.0% | +9.1% | +6.5% |
| 30D | -17.5% | -5.2% | -12.2% | -16.1% |
| 3M | -26.7% | +2.8% | -29.5% | -27.5% |
| 6M | +36.8% | +4.2% | +32.6% | +34.1% |
| YTD | +296.1% | +4.7% | +291.5% | +287.1% |
| 1Y | +1,810.6% | +12.7% | +1,797.9% | +1,719.9% |
| 3Y | +2,587.6% | +62.5% | +2,525.0% | +2,200.5% |
| 5Y | +601.7% | +26.3% | +575.4% | +542.9% |
| 10Y | +1,460.7% | +81.0% | +1,379.8% | +1,172.7% |
| All | +509.6% | +1,417.1% | -907.5% | +156.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling