+508.9%
AXTI vs MSI
+925.0%
-416.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.9% | -7.0% | -6.5% |
| 7D | +15.1% | -1.8% | +16.9% | +15.9% |
| 30D | -12.3% | -0.6% | -11.7% | -12.7% |
| 3M | -24.1% | +13.0% | -37.2% | -29.2% |
| 6M | +46.0% | +0.5% | +45.5% | +42.3% |
| YTD | +295.7% | +21.7% | +274.0% | +252.1% |
| 1Y | +1,825.6% | -2.6% | +1,828.2% | +1,783.3% |
| 3Y | +2,630.0% | +69.7% | +2,560.3% | +1,944.6% |
| 5Y | +601.0% | +102.8% | +498.2% | +381.1% |
| 10Y | +1,459.0% | +602.9% | +856.1% | +507.2% |
| All | +508.9% | +925.0% | -416.1% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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