+20.4%
PFE vs AXTI
+1,987.1%
-1,966.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.1% | +5.6% | -0.5% |
| 7D | -4.0% | +15.1% | -19.2% | -3.9% |
| 30D | +3.9% | -12.3% | +16.2% | +3.8% |
| 3M | +9.9% | -24.1% | +34.0% | +10.2% |
| 6M | +5.3% | +46.0% | -40.8% | +5.9% |
| YTD | +16.8% | +295.7% | -278.9% | +16.4% |
| 1Y | +20.4% | +1,825.6% | -1,805.2% | +22.9% |
| All | +20.4% | +1,987.1% | -1,966.7% | +22.9% |
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