+14.9%
PFE vs AXTI
-67.8%
+82.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.1% | +0.1% |
| 7D | -1.7% | +7.6% | -9.3% | -1.5% |
| 30D | +0.3% | -32.1% | +32.4% | -0.4% |
| 3M | +9.4% | -46.0% | +55.4% | +8.3% |
| 6M | +14.9% | -65.7% | +80.6% | +14.2% |
| All | +14.9% | -67.8% | +82.7% | +14.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling