+35.6%
PFE vs AXTI
+504.8%
-469.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -7.4% | +10.0% | +2.5% |
| 7D | +4.6% | -26.2% | +30.7% | +4.0% |
| 30D | +12.3% | -45.1% | +57.5% | +11.4% |
| 3M | +21.2% | -27.2% | +48.3% | +20.8% |
| 6M | +21.1% | -55.2% | +76.2% | +20.8% |
| YTD | +30.0% | +190.8% | -160.7% | +29.3% |
| 1Y | +35.6% | +456.7% | -421.1% | +38.1% |
| All | +35.6% | +504.8% | -469.2% | +38.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling