+5,731.6%
MU vs AXTI
+1,483.6%
+4,248.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -4.1% | +5.1% | -9.1% | -5.4% |
| 30D | +7.0% | -17.5% | +24.5% | +10.6% |
| 3M | -2.1% | -26.7% | +24.6% | 0.0% |
| 6M | +133.1% | +36.8% | +96.3% | +92.7% |
| YTD | +241.9% | +296.1% | -54.2% | +105.9% |
| 1Y | +548.8% | +1,810.6% | -1,261.9% | +159.0% |
| 3Y | +1,308.2% | +2,587.6% | -1,279.4% | +319.7% |
| 5Y | +1,260.7% | +601.7% | +659.0% | +451.9% |
| All | +5,731.6% | +1,483.6% | +4,248.0% | +1,523.5% |
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