+356.3%
AXTI vs USB
+25.1%
+331.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.9% | -4.8% | -4.4% |
| 7D | +7.6% | +2.6% | +5.0% | +6.1% |
| 30D | -32.1% | +8.4% | -40.5% | -35.6% |
| 3M | -46.0% | -5.5% | -40.4% | -44.4% |
| 6M | -65.7% | +17.7% | -83.4% | -69.9% |
| YTD | +155.9% | +17.6% | +138.3% | +121.6% |
| 1Y | +300.8% | +33.9% | +266.9% | +216.4% |
| 3Y | +1,981.6% | +103.8% | +1,877.8% | +1,233.3% |
| All | +356.3% | +25.1% | +331.2% | +288.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling