+334.8%
AXTI vs MAS
+44.5%
+290.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.3% | -7.1% | -7.8% |
| 7D | -23.4% | +3.6% | -27.0% | -24.4% |
| 30D | -42.6% | +23.8% | -66.4% | -48.7% |
| 3M | -46.7% | +14.4% | -61.2% | -50.8% |
| 6M | -66.2% | +19.7% | -86.0% | -70.2% |
| YTD | +140.4% | +36.0% | +104.5% | +89.3% |
| 1Y | +276.5% | +40.4% | +236.2% | +188.9% |
| 3Y | +1,885.4% | +58.9% | +1,826.4% | +1,314.9% |
| All | +334.8% | +44.5% | +290.4% | +232.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling