+702.2%
AXTI vs MOD
+920.5%
-218.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -2.9% | -5.5% | -7.2% |
| 7D | -23.4% | -17.8% | -5.6% | -17.2% |
| 30D | -42.6% | -43.2% | +0.7% | -27.5% |
| 3M | -46.7% | -46.0% | -0.7% | -30.8% |
| 6M | -66.2% | -62.2% | -4.0% | -49.7% |
| YTD | +140.4% | -22.8% | +163.2% | +186.4% |
| 1Y | +276.5% | -35.5% | +312.0% | +373.4% |
| 3Y | +1,885.4% | +128.2% | +1,757.1% | +1,537.5% |
| 5Y | +350.3% | +791.6% | -441.3% | +140.9% |
| 10Y | +702.2% | +886.3% | -184.1% | +310.8% |
| All | +702.2% | +920.5% | -218.3% | +310.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOD.
Daily Out/Under-Performance
Portfolio return minus MOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOD 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 MOD 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