+749.7%
AXTI vs USB
+94.3%
+655.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.5% | +7.8% | +8.9% |
| 7D | -11.0% | +0.8% | -11.7% | -11.1% |
| 30D | -37.3% | +6.8% | -44.1% | -39.9% |
| 3M | -51.6% | -3.8% | -47.8% | -50.8% |
| 6M | -63.1% | +11.7% | -74.9% | -66.3% |
| YTD | +162.4% | +17.5% | +145.0% | +130.4% |
| 1Y | +353.6% | +33.8% | +319.8% | +267.4% |
| 3Y | +1,972.9% | +104.2% | +1,868.7% | +1,256.0% |
| 5Y | +370.0% | +26.4% | +343.6% | +289.9% |
| 10Y | +749.7% | +89.2% | +660.5% | +646.9% |
| All | +749.7% | +94.3% | +655.4% | +646.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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