+1,472.1%
AXTI vs MDT
+39.8%
+1,432.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.4% |
| 7D | +5.1% | -3.4% | +8.5% | +6.6% |
| 30D | -17.5% | +0.2% | -17.7% | -18.1% |
| 3M | -26.7% | +14.3% | -40.9% | -33.7% |
| 6M | +36.8% | +4.0% | +32.8% | +29.9% |
| YTD | +296.1% | -3.7% | +299.8% | +294.0% |
| 1Y | +1,810.6% | -0.4% | +1,811.0% | +1,748.7% |
| 3Y | +2,587.6% | +23.3% | +2,564.2% | +2,152.5% |
| 5Y | +601.7% | -18.9% | +620.6% | +648.4% |
| All | +1,472.1% | +39.8% | +1,432.2% | +1,068.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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