+655.8%
AXTI vs NVTS
-16.8%
+672.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | -0.9% |
| 7D | +5.1% | -1.4% | +6.5% | +5.5% |
| 30D | -17.5% | -16.5% | -0.9% | -13.4% |
| 3M | -26.7% | -47.6% | +21.0% | -13.6% |
| 6M | +36.8% | +7.3% | +29.5% | +36.9% |
| YTD | +296.1% | +62.9% | +233.3% | +263.6% |
| 1Y | +1,810.6% | +91.3% | +1,719.3% | +1,555.6% |
| 3Y | +2,587.6% | +43.4% | +2,544.1% | +2,020.5% |
| All | +655.8% | -16.8% | +672.6% | +456.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 5y: compounded portfolio wealth divided by compounded NVTS 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…
5y analysis · Full analysis span regression · 6 months rolling