+702.2%
AXTI vs MAS
+219.2%
+483.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.3% | -7.1% | -7.8% |
| 7D | -23.4% | +3.6% | -27.0% | -24.5% |
| 30D | -42.6% | +23.8% | -66.4% | -48.9% |
| 3M | -46.7% | +14.4% | -61.2% | -50.9% |
| 6M | -66.2% | +19.7% | -86.0% | -70.3% |
| YTD | +140.4% | +36.0% | +104.5% | +92.0% |
| 1Y | +276.5% | +40.4% | +236.2% | +194.0% |
| 3Y | +1,885.4% | +58.9% | +1,826.4% | +1,354.7% |
| 5Y | +350.3% | +44.5% | +305.7% | +240.9% |
| 10Y | +702.2% | +214.8% | +487.5% | +301.7% |
| All | +702.2% | +219.2% | +483.0% | +301.7% |
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