+80.4%
AXTI vs MSTU
-35.5%
+115.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -8.6% | +21.5% | +14.9% |
| 7D | +24.0% | +16.1% | +7.8% | +16.7% |
| 30D | -21.5% | +68.7% | -90.1% | -35.0% |
| 3M | -23.4% | -11.0% | -12.4% | -20.8% |
| All | +80.4% | -35.5% | +115.9% | +111.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 6mo: compounded portfolio wealth divided by compounded MSTU 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…
6mo analysis · Full analysis span regression · 6 months rolling