+480.1%
AXTI vs PCG
-13.5%
+493.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +2.4% | +7.2% | +9.4% |
| 7D | +5.1% | -13.9% | +19.0% | +6.5% |
| 30D | -10.2% | -16.9% | +6.7% | -8.5% |
| 3M | -41.8% | -14.7% | -27.1% | -41.2% |
| 6M | +57.5% | -23.8% | +81.3% | +61.6% |
| YTD | +277.0% | -10.5% | +287.5% | +278.6% |
| 1Y | +1,982.4% | -5.1% | +1,987.5% | +1,975.5% |
| 3Y | +2,234.8% | -11.6% | +2,246.5% | +2,235.3% |
| 5Y | +528.3% | +59.0% | +469.3% | +482.4% |
| 10Y | +1,310.5% | -75.7% | +1,386.3% | +1,326.0% |
| All | +480.1% | -13.5% | +493.6% | +390.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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