+71.7%
AXTI vs SPYG
+559.2%
-487.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.5% |
| 7D | +21.0% | +0.3% | +20.7% | +20.4% |
| 30D | -6.6% | -1.7% | -5.0% | -4.5% |
| 3M | -12.1% | +3.6% | -15.7% | -12.6% |
| 6M | +78.7% | +16.6% | +62.1% | +57.5% |
| YTD | +321.5% | +13.4% | +308.1% | +289.2% |
| 1Y | +2,166.8% | +19.6% | +2,147.2% | +1,925.1% |
| 3Y | +2,807.6% | +99.8% | +2,707.8% | +1,462.6% |
| 5Y | +651.5% | +85.0% | +566.5% | +347.0% |
| 10Y | +1,560.5% | +422.1% | +1,138.4% | +264.6% |
| All | +71.7% | +559.2% | -487.4% | -76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPYG.
Daily Out/Under-Performance
Portfolio return minus SPYG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPYG 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 SPYG 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