+356.3%
AXTI vs U
-73.3%
+429.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.2% | -9.1% | -5.3% |
| 7D | +7.6% | +2.6% | +5.0% | +6.7% |
| 30D | -32.1% | +27.6% | -59.6% | -37.6% |
| 3M | -46.0% | +15.3% | -61.3% | -49.2% |
| 6M | -65.7% | +96.4% | -162.1% | -72.5% |
| YTD | +155.9% | +19.6% | +136.3% | +126.0% |
| 1Y | +300.8% | +42.1% | +258.7% | +237.4% |
| 3Y | +1,981.6% | +87.5% | +1,894.1% | +1,417.9% |
| All | +356.3% | -73.3% | +429.6% | +413.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 5y: compounded portfolio wealth divided by compounded U 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…
5y analysis · Full analysis span regression · 6 months rolling