+309.8%
AXTI vs THC
+187.0%
+122.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.1% | -5.2% | -7.0% |
| 7D | +18.6% | +0.1% | +18.4% | +18.6% |
| 30D | -32.6% | +7.5% | -40.1% | -33.4% |
| 3M | -44.5% | +7.5% | -52.0% | -45.3% |
| 6M | -64.6% | +46.4% | -111.0% | -67.2% |
| YTD | +166.3% | +44.4% | +121.9% | +146.9% |
| 1Y | +296.5% | +43.4% | +253.1% | +267.5% |
| 3Y | +2,099.0% | +433.3% | +1,665.7% | +1,543.2% |
| 5Y | +377.9% | +262.5% | +115.4% | +269.8% |
| 10Y | +816.6% | +1,871.5% | -1,054.9% | +410.4% |
| All | +309.8% | +187.0% | +122.8% | +111.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling