+743.4%
AXTI vs PFGC
+110.3%
+633.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | +5.1% | -4.8% | +9.8% | +7.0% |
| 30D | -17.5% | -12.5% | -4.9% | -13.1% |
| 3M | -26.7% | -9.7% | -17.0% | -25.0% |
| 6M | +36.8% | +7.0% | +29.7% | +27.7% |
| YTD | +296.1% | +4.5% | +291.7% | +269.9% |
| 1Y | +1,810.6% | -11.6% | +1,822.2% | +1,823.7% |
| 3Y | +2,587.6% | +58.5% | +2,529.1% | +1,942.5% |
| All | +743.4% | +110.3% | +633.1% | +446.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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