+296.5%
AXTI vs USFD
+50.4%
+246.2%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.4% | -5.9% | -7.7% |
| 7D | +18.6% | +1.3% | +17.3% | +18.9% |
| 30D | -32.6% | +10.6% | -43.2% | -30.1% |
| 3M | -44.5% | -2.4% | -42.1% | -44.4% |
| 6M | -64.6% | +28.9% | -93.5% | -61.9% |
| YTD | +166.3% | +43.7% | +122.6% | +196.5% |
| 1Y | +296.5% | +48.5% | +248.0% | +332.7% |
| All | +296.5% | +50.4% | +246.2% | +332.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 1y: compounded portfolio wealth divided by compounded USFD 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…
1y analysis · Full analysis span regression · 6 months rolling