+514.5%
AXTI vs PFG
+999.6%
-485.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.4% | +14.3% | +13.3% |
| 7D | +24.0% | +6.0% | +18.0% | +21.5% |
| 30D | -21.5% | +2.2% | -23.7% | -22.2% |
| 3M | -23.4% | +10.4% | -33.7% | -26.2% |
| 6M | +114.9% | +27.8% | +87.1% | +96.5% |
| YTD | +325.4% | +33.6% | +291.8% | +286.0% |
| 1Y | +2,136.7% | +49.3% | +2,087.4% | +1,866.8% |
| 3Y | +2,835.0% | +69.7% | +2,765.3% | +2,420.6% |
| 5Y | +652.8% | +111.3% | +541.5% | +511.4% |
| 10Y | +1,513.9% | +240.3% | +1,273.6% | +1,039.5% |
| All | +514.5% | +999.6% | -485.1% | +141.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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