+762.7%
AXTI vs MAS
+215.0%
+547.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.1% | -4.0% |
| 7D | +7.6% | +3.0% | +4.6% | +6.3% |
| 30D | -32.1% | +22.4% | -54.5% | -39.2% |
| 3M | -46.0% | +14.5% | -60.5% | -50.2% |
| 6M | -65.7% | +27.1% | -92.8% | -70.8% |
| YTD | +155.9% | +35.8% | +120.1% | +104.6% |
| 1Y | +300.8% | +39.4% | +261.4% | +214.1% |
| 3Y | +1,981.6% | +60.3% | +1,921.3% | +1,419.1% |
| 5Y | +359.3% | +39.4% | +319.9% | +254.4% |
| All | +762.7% | +215.0% | +547.7% | +337.7% |
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