+1,328.3%
AXTI vs MUB
+76.3%
+1,252.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | 0.0% | +12.9% | +12.9% |
| 7D | +24.0% | -0.3% | +24.3% | +24.3% |
| 30D | -21.5% | -1.5% | -19.9% | -20.4% |
| 3M | -23.4% | -1.9% | -21.4% | -22.1% |
| 6M | +114.9% | -1.7% | +116.6% | +118.2% |
| YTD | +325.4% | -0.8% | +326.2% | +328.6% |
| 1Y | +2,136.7% | +1.5% | +2,135.2% | +2,108.7% |
| 3Y | +2,835.0% | +8.8% | +2,826.3% | +2,612.8% |
| 5Y | +652.8% | +2.0% | +650.8% | +633.9% |
| 10Y | +1,513.9% | +18.0% | +1,496.0% | +1,355.2% |
| All | +1,328.3% | +76.3% | +1,252.1% | +816.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling