+2,966.4%
AXTI vs MSTZ
-99.1%
+3,065.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +6.6% | -12.7% | -5.1% |
| 7D | +15.1% | +24.8% | -9.7% | +19.2% |
| 30D | -12.3% | -59.2% | +46.9% | -21.5% |
| 3M | -24.1% | -56.9% | +32.7% | -27.7% |
| 6M | +46.0% | -57.6% | +103.6% | +47.1% |
| YTD | +295.7% | -73.6% | +369.3% | +299.9% |
| 1Y | +1,825.6% | -15.6% | +1,841.2% | +2,192.8% |
| All | +2,966.4% | -99.1% | +3,065.5% | +2,384.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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