+554.7%
AXTI vs MTB
+847.1%
-292.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.6% | +13.4% | +13.1% |
| 7D | +24.0% | +2.8% | +21.2% | +22.6% |
| 30D | -21.5% | -4.2% | -17.3% | -20.2% |
| 3M | -23.4% | +7.8% | -31.2% | -26.4% |
| 6M | +114.9% | +14.8% | +100.1% | +99.8% |
| YTD | +325.4% | +20.8% | +304.7% | +289.3% |
| 1Y | +2,136.7% | +23.1% | +2,113.5% | +1,930.8% |
| 3Y | +2,835.0% | +114.8% | +2,720.2% | +2,072.5% |
| 5Y | +652.8% | +103.3% | +549.5% | +458.7% |
| 10Y | +1,513.9% | +173.0% | +1,341.0% | +938.9% |
| All | +554.7% | +847.1% | -292.4% | +87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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