+702.2%
AXTI vs USB
+87.1%
+615.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.3% | -8.1% | -8.2% |
| 7D | -23.4% | +1.4% | -24.9% | -23.8% |
| 30D | -42.6% | +6.4% | -49.0% | -44.8% |
| 3M | -46.7% | -4.5% | -42.3% | -45.7% |
| 6M | -66.2% | +11.4% | -77.6% | -69.1% |
| YTD | +140.4% | +17.1% | +123.3% | +111.4% |
| 1Y | +276.5% | +32.6% | +243.9% | +206.5% |
| 3Y | +1,885.4% | +101.8% | +1,783.5% | +1,206.6% |
| 5Y | +350.3% | +25.1% | +325.2% | +275.7% |
| 10Y | +702.2% | +84.9% | +617.4% | +581.5% |
| All | +702.2% | +87.1% | +615.2% | +581.5% |
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