+30.8%
XLV vs AXTI
+2,621.4%
-2,590.7%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -3.6% | +5.1% | -8.6% | -3.6% |
| 30D | -1.8% | -17.5% | +15.6% | -1.8% |
| 3M | +7.8% | -26.7% | +34.5% | +8.0% |
| 6M | +9.1% | +36.8% | -27.7% | +7.2% |
| YTD | +7.7% | +296.1% | -288.4% | +2.7% |
| 1Y | +20.4% | +1,810.6% | -1,790.2% | +10.0% |
| 3Y | +30.8% | +2,587.6% | -2,556.8% | +16.3% |
| All | +30.8% | +2,621.4% | -2,590.7% | +16.3% |
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