+896.5%
AXTI vs MGY
+210.4%
+686.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +5.1% | +3.5% | +1.5% | +3.8% |
| 30D | -17.5% | +5.3% | -22.7% | -19.0% |
| 3M | -26.7% | +2.6% | -29.3% | -28.3% |
| 6M | +36.8% | -3.3% | +40.0% | +37.0% |
| YTD | +296.1% | +29.2% | +266.9% | +254.0% |
| 1Y | +1,810.6% | +18.0% | +1,792.6% | +1,659.9% |
| 3Y | +2,587.6% | +30.0% | +2,557.5% | +2,248.8% |
| 5Y | +601.7% | +92.7% | +509.1% | +386.0% |
| All | +896.5% | +210.4% | +686.1% | +424.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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