+2,759.3%
AXTI vs MSFU
+24.2%
+2,735.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.6% |
| 7D | +21.0% | -2.3% | +23.3% | +21.6% |
| 30D | -6.6% | -6.3% | -0.4% | -5.6% |
| 3M | -12.1% | +40.0% | -52.0% | -25.6% |
| 6M | +78.7% | +30.1% | +48.6% | +52.8% |
| YTD | +321.5% | -10.3% | +331.8% | +314.1% |
| 1Y | +2,166.8% | -19.0% | +2,185.8% | +2,255.2% |
| All | +2,759.3% | +24.2% | +2,735.2% | +2,625.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling