+743.4%
AXTI vs SHW
+11.4%
+731.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.4% |
| 7D | +5.1% | -3.1% | +8.2% | +6.0% |
| 30D | -17.5% | -10.0% | -7.4% | -15.0% |
| 3M | -26.7% | +2.3% | -28.9% | -28.3% |
| 6M | +36.8% | +0.7% | +36.1% | +33.6% |
| YTD | +296.1% | +0.5% | +295.7% | +282.3% |
| 1Y | +1,810.6% | -11.5% | +1,822.1% | +1,850.4% |
| 3Y | +2,587.6% | +21.3% | +2,566.2% | +2,261.6% |
| All | +743.4% | +11.4% | +731.9% | +621.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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