+21.0%
PFE vs AXTI
+2,013.1%
-1,992.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.1% | +0.2% |
| 7D | -1.7% | +7.6% | -9.3% | -1.7% |
| 30D | +0.3% | -32.1% | +32.4% | +0.4% |
| 3M | +9.4% | -46.0% | +55.4% | +9.5% |
| 6M | +14.9% | -65.7% | +80.6% | +15.4% |
| YTD | +23.8% | +155.9% | -132.1% | +18.9% |
| 1Y | +19.5% | +300.8% | -281.2% | +13.6% |
| 3Y | +21.0% | +1,981.6% | -1,960.6% | +9.3% |
| All | +21.0% | +2,013.1% | -1,992.1% | +9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling