+480.1%
AXTI vs THC
+165.2%
+315.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.6% | +9.1% | +9.6% |
| 7D | +5.1% | -0.7% | +5.8% | +5.2% |
| 30D | -10.2% | +1.3% | -11.4% | -10.4% |
| 3M | -41.8% | +64.2% | -106.1% | -47.0% |
| 6M | +57.5% | +8.3% | +49.3% | +53.4% |
| YTD | +277.0% | +33.4% | +243.6% | +254.4% |
| 1Y | +1,982.4% | +37.7% | +1,944.8% | +1,840.8% |
| 3Y | +2,234.8% | +236.8% | +1,998.1% | +1,771.4% |
| 5Y | +528.3% | +249.3% | +279.1% | +388.5% |
| 10Y | +1,310.5% | +995.2% | +315.3% | +740.5% |
| All | +480.1% | +165.2% | +315.0% | +203.9% |
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