+178.0%
MCD vs AXTI
+1,584.8%
-1,406.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.9% |
| 7D | -2.9% | +21.0% | -23.9% | -3.3% |
| 30D | -6.7% | -6.6% | -0.1% | -6.8% |
| 3M | -9.6% | -12.1% | +2.5% | -10.0% |
| 6M | -22.3% | +78.7% | -101.0% | -25.3% |
| YTD | -15.4% | +321.5% | -336.9% | -22.0% |
| 1Y | -16.8% | +2,166.8% | -2,183.6% | -29.0% |
| 3Y | -2.4% | +2,807.6% | -2,810.0% | -22.0% |
| 5Y | +19.4% | +651.5% | -632.1% | +2.5% |
| All | +178.0% | +1,584.8% | -1,406.9% | +103.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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