+1,472.1%
AXTI vs MDY
+177.2%
+1,294.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -1.0% |
| 7D | +5.1% | -1.9% | +6.9% | +7.8% |
| 30D | -17.5% | -4.6% | -12.8% | -11.3% |
| 3M | -26.7% | -1.2% | -25.4% | -23.9% |
| 6M | +36.8% | +9.2% | +27.6% | +24.0% |
| YTD | +296.1% | +13.1% | +283.1% | +250.0% |
| 1Y | +1,810.6% | +13.0% | +1,797.6% | +1,613.0% |
| 3Y | +2,587.6% | +49.2% | +2,538.3% | +1,701.6% |
| 5Y | +601.7% | +47.2% | +554.5% | +390.4% |
| All | +1,472.1% | +177.2% | +1,294.9% | +527.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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