-50.8%
MTZ vs AXTX
-92.1%
+41.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -14.4% | +12.2% | -0.9% |
| 7D | +16.5% | +33.6% | -17.2% | +12.9% |
| 30D | -10.2% | -65.7% | +55.5% | -5.6% |
| 3M | -34.2% | -82.2% | +48.1% | -29.2% |
| 6M | -56.0% | -96.8% | +40.8% | -52.1% |
| All | -50.8% | -92.1% | +41.3% | -50.4% |
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