+548.6%
AXTI vs MTZ
+1,559.9%
-1,011.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.3% |
| 7D | +21.0% | +2.3% | +18.7% | +20.4% |
| 30D | -6.6% | -10.3% | +3.6% | -2.9% |
| 3M | -12.1% | -31.8% | +19.8% | -0.7% |
| 6M | +78.7% | -19.2% | +97.9% | +93.9% |
| YTD | +321.5% | +10.7% | +310.7% | +321.8% |
| 1Y | +2,166.8% | +37.5% | +2,129.2% | +2,065.3% |
| 3Y | +2,807.6% | +162.4% | +2,645.2% | +2,201.5% |
| 5Y | +651.5% | +166.3% | +485.1% | +484.4% |
| 10Y | +1,560.5% | +753.2% | +807.3% | +835.4% |
| All | +548.6% | +1,559.9% | -1,011.3% | +73.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling