+2,236.8%
AXTI vs USB
+102.7%
+2,134.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -0.1% | +19.6% | +19.5% |
| 7D | -1.2% | -0.5% | -0.7% | -0.3% |
| 30D | -24.2% | +5.7% | -29.9% | -27.5% |
| 3M | -36.3% | -4.7% | -31.6% | -34.4% |
| 6M | -62.7% | +13.4% | -76.1% | -67.5% |
| YTD | +187.3% | +17.0% | +170.3% | +137.4% |
| 1Y | +344.8% | +32.4% | +312.4% | +223.8% |
| All | +2,236.8% | +102.7% | +2,134.1% | +1,066.1% |
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