+318.6%
DIS vs AXTI
+347.3%
-28.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +19.5% | -19.1% | -1.0% |
| 7D | +0.6% | -1.2% | +1.8% | +0.3% |
| 30D | +10.3% | -24.2% | +34.5% | +11.5% |
| 3M | +15.6% | -36.3% | +51.9% | +17.1% |
| 6M | +15.1% | -62.7% | +77.8% | +18.0% |
| YTD | +6.0% | +187.3% | -181.3% | -12.2% |
| 1Y | +5.7% | +344.8% | -339.1% | -16.1% |
| 3Y | +39.8% | +2,272.2% | -2,232.4% | -12.6% |
| 5Y | -23.9% | +419.6% | -443.5% | -46.7% |
| 10Y | +32.9% | +888.8% | -855.9% | -19.3% |
| All | +318.6% | +347.3% | -28.7% | +98.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling