+647.7%
AXTI vs MAS
+213.7%
+434.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.9% | +7.8% | +6.8% |
| 7D | -29.4% | +2.0% | -31.3% | -30.2% |
| 30D | -51.3% | +19.4% | -70.7% | -55.9% |
| 3M | -48.3% | +9.4% | -57.7% | -51.1% |
| 6M | -62.9% | +15.3% | -78.2% | -66.9% |
| YTD | +137.8% | +31.3% | +106.5% | +92.8% |
| 1Y | +338.3% | +34.9% | +303.5% | +248.4% |
| 3Y | +1,590.4% | +58.6% | +1,531.8% | +1,134.3% |
| 5Y | +321.7% | +40.7% | +281.0% | +222.9% |
| All | +647.7% | +213.7% | +434.0% | +277.9% |
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