+285.0%
TSM vs AXTI
+651.5%
-366.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.7% |
| 7D | +4.8% | +21.0% | -16.2% | +2.3% |
| 30D | +4.0% | -6.6% | +10.7% | +4.3% |
| 3M | +2.0% | -12.1% | +14.0% | +0.1% |
| 6M | +25.5% | +78.7% | -53.2% | +7.8% |
| YTD | +44.0% | +321.5% | -277.5% | +6.9% |
| 1Y | +75.4% | +2,166.8% | -2,091.4% | +1.6% |
| 3Y | +406.7% | +2,807.6% | -2,400.8% | +148.7% |
| 5Y | +285.0% | +651.5% | -366.5% | +135.0% |
| All | +285.0% | +651.5% | -366.5% | +135.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling