+682.3%
AXTI vs MSFU
+71.2%
+611.1%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.3% | -6.4% | -6.2% |
| 7D | +15.1% | -6.9% | +22.1% | +18.0% |
| 30D | -12.3% | -5.1% | -7.2% | -11.8% |
| 3M | -24.1% | +44.6% | -68.8% | -36.2% |
| 6M | +46.0% | +32.8% | +13.2% | +24.7% |
| YTD | +295.7% | -10.1% | +305.8% | +287.0% |
| 1Y | +1,825.6% | -19.4% | +1,845.0% | +1,887.1% |
| 3Y | +2,630.0% | +26.2% | +2,603.8% | +2,270.2% |
| All | +682.3% | +71.2% | +611.1% | +444.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling