+2,587.6%
AXTI vs NWSA
+43.3%
+2,544.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +5.1% | -2.8% | +7.9% | +5.3% |
| 30D | -17.5% | +3.0% | -20.5% | -17.9% |
| 3M | -26.7% | +12.3% | -39.0% | -30.1% |
| 6M | +36.8% | +21.9% | +14.9% | +24.2% |
| YTD | +296.1% | +13.6% | +282.6% | +273.6% |
| 1Y | +1,810.6% | +0.5% | +1,810.1% | +1,867.3% |
| 3Y | +2,587.6% | +43.8% | +2,543.8% | +1,979.2% |
| All | +2,587.6% | +43.3% | +2,544.3% | +1,979.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 3y: compounded portfolio wealth divided by compounded NWSA 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…
3y analysis · Full analysis span regression · 6 months rolling