+196.3%
AXTI vs PRU
+814.1%
-617.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -0.2% | +19.7% | +19.5% |
| 7D | -1.2% | -2.8% | +1.6% | -0.2% |
| 30D | -24.2% | +8.5% | -32.7% | -26.2% |
| 3M | -36.3% | +1.7% | -38.1% | -37.0% |
| 6M | -62.7% | +24.8% | -87.4% | -65.4% |
| YTD | +187.3% | +13.3% | +174.0% | +174.3% |
| 1Y | +344.8% | +21.4% | +323.4% | +316.3% |
| 3Y | +2,272.2% | +54.8% | +2,217.4% | +2,009.4% |
| 5Y | +419.6% | +42.4% | +377.2% | +372.8% |
| 10Y | +888.8% | +98.4% | +790.4% | +709.3% |
| All | +196.3% | +814.1% | -617.8% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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