+2,584.6%
AXTI vs MUB
+7.4%
+2,577.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.4% | -5.5% |
| 7D | +15.1% | -1.2% | +16.4% | +16.3% |
| 30D | -12.3% | -2.8% | -9.5% | -10.4% |
| 3M | -24.1% | -3.1% | -21.1% | -22.2% |
| 6M | +46.0% | -2.9% | +48.9% | +49.5% |
| YTD | +295.7% | -2.0% | +297.7% | +302.7% |
| 1Y | +1,825.6% | 0.0% | +1,825.6% | +1,833.5% |
| All | +2,584.6% | +7.4% | +2,577.2% | +2,231.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling