+2,587.6%
AXTI vs PHM
+49.3%
+2,538.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.1% |
| 7D | +5.1% | -5.0% | +10.1% | +5.8% |
| 30D | -17.5% | -8.4% | -9.0% | -16.5% |
| 3M | -26.7% | -4.4% | -22.3% | -27.2% |
| 6M | +36.8% | -3.7% | +40.5% | +33.6% |
| YTD | +296.1% | +1.3% | +294.9% | +267.3% |
| 1Y | +1,810.6% | -14.0% | +1,824.7% | +1,826.4% |
| 3Y | +2,587.6% | +48.1% | +2,539.4% | +1,802.4% |
| All | +2,587.6% | +49.3% | +2,538.2% | +1,802.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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