+743.4%
AXTI vs MTZ
+168.2%
+575.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -2.2% |
| 7D | +5.1% | +1.4% | +3.7% | +4.4% |
| 30D | -17.5% | -14.5% | -3.0% | -7.5% |
| 3M | -26.7% | -32.9% | +6.3% | -4.3% |
| 6M | +36.8% | -20.8% | +57.6% | +63.0% |
| YTD | +296.1% | +10.6% | +285.5% | +297.3% |
| 1Y | +1,810.6% | +27.1% | +1,783.5% | +1,719.2% |
| 3Y | +2,587.6% | +166.1% | +2,421.4% | +1,655.5% |
| All | +743.4% | +168.2% | +575.2% | +448.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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