-7.3%
MCD vs AXTX
-92.1%
+84.8%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -14.4% | +14.0% | -0.8% |
| 7D | -1.6% | +33.6% | -35.2% | -0.6% |
| 30D | +16.0% | -65.7% | +81.8% | +14.5% |
| 3M | 0.0% | -82.2% | +82.2% | -1.7% |
| 6M | +0.9% | -96.8% | +97.7% | -1.1% |
| All | -7.3% | -92.1% | +84.8% | -7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling