+32.8%
PFE vs AXTI
+1,483.6%
-1,450.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.1% | +0.3% |
| 7D | -2.6% | +5.1% | -7.6% | -2.7% |
| 30D | +5.4% | -17.5% | +22.8% | +5.6% |
| 3M | +7.8% | -26.7% | +34.5% | +7.8% |
| 6M | +5.0% | +36.8% | -31.7% | +2.2% |
| YTD | +17.1% | +296.1% | -279.1% | +9.1% |
| 1Y | +19.3% | +1,810.6% | -1,791.3% | +4.7% |
| 3Y | -0.9% | +2,587.6% | -2,588.5% | -17.2% |
| 5Y | -20.8% | +601.7% | -622.5% | -31.0% |
| All | +32.8% | +1,483.6% | -1,450.8% | +2.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling