+59.7%
DIA vs AXTI
+2,013.1%
-1,953.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.9% | +4.0% | +0.2% |
| 7D | +2.1% | +7.6% | -5.5% | +1.9% |
| 30D | +1.5% | -32.1% | +33.5% | +2.2% |
| 3M | -2.4% | -46.0% | +43.6% | -1.4% |
| 6M | +6.0% | -65.7% | +71.6% | +7.4% |
| YTD | +10.1% | +155.9% | -145.8% | +2.3% |
| 1Y | +11.8% | +300.8% | -289.0% | +1.9% |
| 3Y | +59.7% | +1,981.6% | -1,921.9% | +35.0% |
| All | +59.7% | +2,013.1% | -1,953.4% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 3y: compounded portfolio wealth divided by compounded AXTI 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…
3y analysis · Full analysis span regression · 6 months rolling