+588.3%
AXTI vs USHY
+49.7%
+538.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -4.8% |
| 7D | +15.1% | -0.7% | +15.9% | +17.5% |
| 30D | -12.3% | -0.5% | -11.8% | -10.9% |
| 3M | -24.1% | +0.5% | -24.7% | -24.7% |
| 6M | +46.0% | +1.5% | +44.5% | +41.5% |
| YTD | +295.7% | +1.7% | +294.0% | +283.6% |
| 1Y | +1,825.6% | +3.5% | +1,822.0% | +1,699.7% |
| 3Y | +2,630.0% | +27.2% | +2,602.8% | +1,509.8% |
| 5Y | +601.0% | +21.0% | +580.0% | +384.7% |
| All | +588.3% | +49.7% | +538.6% | +265.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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