+548.6%
AXTI vs PHM
+2,033.0%
-1,484.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | +21.0% | -3.9% | +24.9% | +22.1% |
| 30D | -6.6% | -8.6% | +1.9% | -4.7% |
| 3M | -12.1% | -2.9% | -9.1% | -12.9% |
| 6M | +78.7% | -5.7% | +84.4% | +76.4% |
| YTD | +321.5% | +1.9% | +319.6% | +302.9% |
| 1Y | +2,166.8% | -12.3% | +2,179.1% | +2,150.6% |
| 3Y | +2,807.6% | +50.8% | +2,756.8% | +2,374.1% |
| 5Y | +651.5% | +157.3% | +494.2% | +446.0% |
| 10Y | +1,560.5% | +566.5% | +993.9% | +816.9% |
| All | +548.6% | +2,033.0% | -1,484.5% | +91.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling