+456.7%
AXTI vs MSFU
-2.2%
+458.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +13.5% | -20.9% | -12.0% |
| 7D | -26.2% | +8.2% | -34.3% | -28.3% |
| 30D | -45.1% | +10.2% | -55.3% | -46.9% |
| 3M | -27.2% | +22.9% | -50.1% | -33.3% |
| 6M | -55.2% | +63.2% | -118.3% | -63.6% |
| YTD | +190.8% | +11.7% | +179.0% | +186.0% |
| 1Y | +456.7% | -3.5% | +460.2% | +553.9% |
| All | +456.7% | -2.2% | +458.9% | +553.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling