+743.4%
AXTI vs VRTX
+171.2%
+572.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +5.1% | -5.6% | +10.7% | +6.8% |
| 30D | -17.5% | -2.0% | -15.5% | -17.4% |
| 3M | -26.7% | +15.8% | -42.5% | -31.8% |
| 6M | +36.8% | +4.7% | +32.1% | +31.8% |
| YTD | +296.1% | +13.7% | +282.5% | +269.5% |
| 1Y | +1,810.6% | +29.7% | +1,780.9% | +1,580.9% |
| 3Y | +2,587.6% | +48.4% | +2,539.1% | +2,196.2% |
| All | +743.4% | +171.2% | +572.2% | +483.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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