+5,042.5%
AXTI vs SPXU
-100.0%
+5,142.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -0.2% |
| 7D | +21.0% | +1.3% | +19.7% | +21.6% |
| 30D | -6.6% | +5.1% | -11.8% | -4.3% |
| 3M | -12.1% | -9.1% | -2.9% | -13.4% |
| 6M | +78.7% | -29.6% | +108.3% | +60.1% |
| YTD | +321.5% | -27.7% | +349.2% | +290.9% |
| 1Y | +2,166.8% | -37.0% | +2,203.7% | +1,945.4% |
| 3Y | +2,807.6% | -80.2% | +2,887.8% | +1,806.5% |
| 5Y | +651.5% | -86.0% | +737.5% | +431.4% |
| 10Y | +1,560.5% | -99.5% | +1,660.0% | +366.1% |
| All | +5,042.5% | -100.0% | +5,142.5% | +275.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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