+618.9%
AXTI vs MDB
+1,032.9%
-414.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +4.3% | -10.4% | -7.3% |
| 7D | +15.1% | -2.8% | +17.9% | +15.6% |
| 30D | -12.3% | -14.9% | +2.6% | -9.4% |
| 3M | -24.1% | +7.3% | -31.5% | -27.0% |
| 6M | +46.0% | +38.2% | +7.9% | +29.2% |
| YTD | +295.7% | -10.9% | +306.6% | +290.0% |
| 1Y | +1,825.6% | +11.6% | +1,813.9% | +1,683.8% |
| 3Y | +2,630.0% | -0.9% | +2,630.9% | +2,305.5% |
| 5Y | +601.0% | -23.5% | +624.5% | +490.5% |
| All | +618.9% | +1,032.9% | -414.1% | +191.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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