+647.7%
AXTI vs USB
+92.8%
+554.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.5% | +6.4% | +6.2% |
| 7D | -29.4% | 0.0% | -29.4% | -29.4% |
| 30D | -51.3% | +5.8% | -57.1% | -53.2% |
| 3M | -48.3% | -6.0% | -42.3% | -46.9% |
| 6M | -62.9% | +7.8% | -70.7% | -65.5% |
| YTD | +137.8% | +14.6% | +123.2% | +111.5% |
| 1Y | +338.3% | +31.8% | +306.6% | +257.7% |
| 3Y | +1,590.4% | +91.5% | +1,498.9% | +1,045.5% |
| 5Y | +321.7% | +22.0% | +299.6% | +256.6% |
| All | +647.7% | +92.8% | +554.8% | +533.8% |
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