+78.7%
AXTI vs PHM
-4.6%
+83.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -1.9% |
| 7D | +21.0% | -3.9% | +24.9% | +16.5% |
| 30D | -6.6% | -8.6% | +1.9% | -13.9% |
| 3M | -12.1% | -2.9% | -9.1% | -10.8% |
| 6M | +78.7% | -5.7% | +84.4% | +83.4% |
| All | +78.7% | -4.6% | +83.3% | +83.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling