+548.6%
AXTI vs MDT
+484.1%
+64.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +21.0% | -0.3% | +21.3% | +21.1% |
| 30D | -6.6% | +2.8% | -9.4% | -7.8% |
| 3M | -12.1% | +13.1% | -25.2% | -17.0% |
| 6M | +78.7% | +2.3% | +76.4% | +73.6% |
| YTD | +321.5% | -2.7% | +324.2% | +317.1% |
| 1Y | +2,166.8% | +0.9% | +2,165.9% | +2,107.6% |
| 3Y | +2,807.6% | +26.8% | +2,780.8% | +2,519.3% |
| 5Y | +651.5% | -19.5% | +670.9% | +672.8% |
| 10Y | +1,560.5% | +40.6% | +1,519.9% | +1,355.1% |
| All | +548.6% | +484.1% | +64.5% | +384.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling