+480.1%
AXTI vs USB
+667.1%
-187.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.3% | +9.9% | +9.8% |
| 7D | +5.1% | +1.4% | +3.7% | +4.6% |
| 30D | -10.2% | -1.3% | -8.9% | -9.8% |
| 3M | -41.8% | +15.2% | -57.1% | -45.0% |
| 6M | +57.5% | +18.8% | +38.7% | +46.8% |
| YTD | +277.0% | +21.0% | +256.0% | +248.0% |
| 1Y | +1,982.4% | +34.0% | +1,948.4% | +1,758.6% |
| 3Y | +2,234.8% | +95.3% | +2,139.5% | +1,765.1% |
| 5Y | +528.3% | +40.4% | +488.0% | +449.9% |
| 10Y | +1,310.5% | +107.3% | +1,203.2% | +984.5% |
| All | +480.1% | +667.1% | -187.0% | +192.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling