+743.4%
AXTI vs PHM
+156.2%
+587.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.4% |
| 7D | +5.1% | -5.0% | +10.1% | +6.6% |
| 30D | -17.5% | -8.4% | -9.0% | -15.5% |
| 3M | -26.7% | -4.4% | -22.3% | -27.3% |
| 6M | +36.8% | -3.7% | +40.5% | +32.8% |
| YTD | +296.1% | +1.3% | +294.9% | +266.0% |
| 1Y | +1,810.6% | -14.0% | +1,824.7% | +1,809.5% |
| 3Y | +2,587.6% | +48.1% | +2,539.4% | +1,850.8% |
| All | +743.4% | +156.2% | +587.2% | +353.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling