+1,513.9%
AXTI vs MAS
+135.2%
+1,378.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.4% | +15.3% | +14.1% |
| 7D | +24.0% | +1.0% | +23.0% | +23.2% |
| 30D | -21.5% | -8.1% | -13.4% | -18.1% |
| 3M | -23.4% | +3.3% | -26.7% | -26.3% |
| 6M | +114.9% | +12.4% | +102.4% | +95.5% |
| YTD | +325.4% | +13.3% | +312.2% | +276.8% |
| 1Y | +2,136.7% | -4.7% | +2,141.3% | +2,073.0% |
| 3Y | +2,835.0% | +33.0% | +2,802.1% | +2,275.9% |
| 5Y | +652.8% | +33.9% | +618.9% | +497.4% |
| 10Y | +1,513.9% | +135.4% | +1,378.6% | +873.2% |
| All | +1,513.9% | +135.2% | +1,378.7% | +873.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 10y: compounded portfolio wealth divided by compounded MAS 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…
10y analysis · Full analysis span regression · 6 months rolling