+480.1%
AXTI vs MOS
+13.9%
+466.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.4% | +8.3% | +9.3% |
| 7D | +5.1% | +9.5% | -4.4% | +2.3% |
| 30D | -10.2% | +10.4% | -20.6% | -13.4% |
| 3M | -41.8% | +12.9% | -54.7% | -44.7% |
| 6M | +57.5% | +1.2% | +56.3% | +52.6% |
| YTD | +277.0% | +9.3% | +267.7% | +255.3% |
| 1Y | +1,982.4% | -18.0% | +2,000.4% | +2,046.4% |
| 3Y | +2,234.8% | -29.0% | +2,263.9% | +2,369.1% |
| 5Y | +528.3% | -9.6% | +537.9% | +485.9% |
| 10Y | +1,310.5% | +6.1% | +1,304.5% | +1,039.0% |
| All | +480.1% | +13.9% | +466.3% | +162.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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