+647.7%
AXTI vs MAS
+214.9%
+432.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.5% | +7.4% | +6.6% |
| 7D | -29.4% | +2.4% | -31.7% | -30.3% |
| 30D | -51.3% | +19.8% | -71.1% | -56.0% |
| 3M | -48.3% | +9.8% | -58.1% | -51.2% |
| 6M | -62.9% | +15.8% | -78.7% | -66.9% |
| YTD | +137.8% | +31.8% | +106.0% | +92.5% |
| 1Y | +338.3% | +35.4% | +303.0% | +247.8% |
| 3Y | +1,590.4% | +59.2% | +1,531.2% | +1,132.2% |
| 5Y | +321.7% | +41.2% | +280.5% | +222.3% |
| All | +647.7% | +214.9% | +432.8% | +277.3% |
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