+652.8%
AXTI vs USFD
+214.9%
+437.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.9% | +13.8% | +13.2% |
| 7D | +24.0% | -3.3% | +27.3% | +25.6% |
| 30D | -21.5% | -5.3% | -16.2% | -19.8% |
| 3M | -23.4% | +18.8% | -42.2% | -30.0% |
| 6M | +114.9% | +14.3% | +100.6% | +98.4% |
| YTD | +325.4% | +36.9% | +288.6% | +252.0% |
| 1Y | +2,136.7% | +31.7% | +2,104.9% | +1,772.3% |
| 3Y | +2,835.0% | +164.5% | +2,670.6% | +1,669.0% |
| 5Y | +652.8% | +212.6% | +440.2% | +348.7% |
| All | +652.8% | +214.9% | +437.9% | +348.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling