-41.5%
DIS vs AXTI
+624.6%
-666.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +12.8% | -13.1% | -0.8% |
| 7D | -1.1% | +24.0% | -25.1% | -2.0% |
| 30D | +0.1% | -21.5% | +21.6% | +0.8% |
| 3M | +7.1% | -23.4% | +30.5% | +6.9% |
| 6M | +4.3% | +114.9% | -110.6% | -4.8% |
| YTD | -6.9% | +325.4% | -332.4% | -20.9% |
| 1Y | -10.3% | +2,136.7% | -2,147.0% | -34.8% |
| 3Y | +32.8% | +2,835.0% | -2,802.2% | -15.7% |
| 5Y | -41.5% | +652.8% | -694.3% | -56.3% |
| All | -41.5% | +624.6% | -666.1% | -56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling