+1,472.1%
AXTI vs MUB
+17.2%
+1,454.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.5% |
| 7D | +5.1% | -0.8% | +5.9% | +6.3% |
| 30D | -17.5% | -2.4% | -15.1% | -14.8% |
| 3M | -26.7% | -2.8% | -23.8% | -23.8% |
| 6M | +36.8% | -2.2% | +39.0% | +40.9% |
| YTD | +296.1% | -1.6% | +297.7% | +304.9% |
| 1Y | +1,810.6% | 0.0% | +1,810.6% | +1,810.3% |
| 3Y | +2,587.6% | +7.9% | +2,579.7% | +2,304.3% |
| 5Y | +601.7% | +1.2% | +600.5% | +581.0% |
| All | +1,472.1% | +17.2% | +1,454.9% | +1,321.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling