+889.2%
XLV vs AXTI
+749.4%
+139.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -3.6% | +5.1% | -8.6% | -3.8% |
| 30D | -1.8% | -17.5% | +15.6% | -1.3% |
| 3M | +7.8% | -26.7% | +34.5% | +7.5% |
| 6M | +9.1% | +36.8% | -27.7% | +3.5% |
| YTD | +7.7% | +296.1% | -288.4% | -4.9% |
| 1Y | +20.4% | +1,810.6% | -1,790.2% | -3.5% |
| 3Y | +30.8% | +2,587.6% | -2,556.8% | -2.6% |
| 5Y | +34.6% | +601.7% | -567.1% | +6.3% |
| 10Y | +173.4% | +1,460.7% | -1,287.3% | +93.4% |
| All | +889.2% | +749.4% | +139.8% | +507.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling