+1,472.1%
AXTI vs PGR
+825.1%
+647.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | +5.1% | -0.6% | +5.7% | +5.1% |
| 30D | -17.5% | +4.9% | -22.4% | -17.9% |
| 3M | -26.7% | +7.6% | -34.3% | -28.0% |
| 6M | +36.8% | +8.3% | +28.5% | +33.6% |
| YTD | +296.1% | +1.7% | +294.4% | +290.2% |
| 1Y | +1,810.6% | -6.8% | +1,817.5% | +1,814.7% |
| 3Y | +2,587.6% | +73.4% | +2,514.1% | +2,138.7% |
| 5Y | +601.7% | +161.2% | +440.5% | +391.6% |
| All | +1,472.1% | +825.1% | +647.0% | +1,004.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 10y: compounded portfolio wealth divided by compounded PGR 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…
10y analysis · Full analysis span regression · 6 months rolling