+762.7%
AXTI vs THC
+1,813.2%
-1,050.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.8% |
| 7D | +7.6% | +1.0% | +6.7% | +7.5% |
| 30D | -32.1% | +5.3% | -37.4% | -32.8% |
| 3M | -46.0% | +7.1% | -53.1% | -46.9% |
| 6M | -65.7% | +46.0% | -111.7% | -69.1% |
| YTD | +155.9% | +43.9% | +112.0% | +131.0% |
| 1Y | +300.8% | +45.4% | +255.3% | +260.0% |
| 3Y | +1,981.6% | +421.3% | +1,560.3% | +1,291.1% |
| 5Y | +359.3% | +261.5% | +97.8% | +220.1% |
| All | +762.7% | +1,813.2% | -1,050.6% | +318.6% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling