+55.9%
VZ vs AXTI
+1,643.5%
-1,587.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.9% | -6.8% | -0.8% |
| 7D | +2.1% | -29.4% | +31.5% | +1.7% |
| 30D | +1.4% | -51.3% | +52.6% | +0.6% |
| 3M | -1.3% | -48.3% | +47.0% | -1.8% |
| 6M | -0.5% | -62.9% | +62.4% | -0.9% |
| YTD | +19.6% | +137.8% | -118.2% | +21.5% |
| 1Y | +22.4% | +338.3% | -316.0% | +25.4% |
| 3Y | +55.9% | +1,590.4% | -1,534.6% | +64.7% |
| All | +55.9% | +1,643.5% | -1,587.6% | +64.7% |
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