+2,317.3%
AXTI vs USB
+95.2%
+2,222.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.3% | +9.9% | +9.9% |
| 7D | +5.1% | +1.4% | +3.7% | +4.0% |
| 30D | -10.2% | -1.3% | -8.9% | -9.3% |
| 3M | -41.8% | +15.2% | -57.1% | -48.7% |
| 6M | +57.5% | +18.8% | +38.7% | +33.7% |
| YTD | +277.0% | +21.0% | +256.0% | +210.8% |
| 1Y | +1,982.4% | +34.0% | +1,948.4% | +1,464.3% |
| All | +2,317.3% | +95.2% | +2,222.1% | +1,308.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling