-7.9%
MCD vs AXTX
-92.7%
+84.8%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.1% | +7.5% | -0.8% |
| 7D | -1.6% | +9.8% | -11.5% | -1.1% |
| 30D | +14.1% | -65.3% | +79.4% | +12.6% |
| 3M | +0.6% | -83.3% | +83.9% | -1.2% |
| 6M | 0.0% | -97.0% | +97.0% | -2.2% |
| All | -7.9% | -92.7% | +84.8% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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