+888.8%
AXTI vs USB
+84.9%
+804.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -0.1% | +19.6% | +19.5% |
| 7D | -1.2% | -0.5% | -0.7% | -0.5% |
| 30D | -24.2% | +5.7% | -29.9% | -26.9% |
| 3M | -36.3% | -4.7% | -31.6% | -35.0% |
| 6M | -62.7% | +13.4% | -76.1% | -66.2% |
| YTD | +187.3% | +17.0% | +170.3% | +152.7% |
| 1Y | +344.8% | +32.4% | +312.4% | +262.3% |
| 3Y | +2,272.2% | +101.7% | +2,170.6% | +1,461.5% |
| 5Y | +419.6% | +24.4% | +395.2% | +334.8% |
| 10Y | +888.8% | +83.6% | +805.3% | +716.6% |
| All | +888.8% | +84.9% | +804.0% | +716.6% |
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