+2,981.5%
MUU vs AXTI
+1,914.4%
+1,067.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +9.7% | +1.9% | +8.0% |
| 7D | +17.4% | +5.1% | +12.2% | +15.4% |
| 30D | +24.0% | -10.2% | +34.1% | +26.8% |
| 3M | -23.9% | -41.8% | +17.9% | -13.1% |
| 6M | +284.4% | +57.5% | +226.9% | +211.2% |
| YTD | +583.7% | +277.0% | +306.7% | +256.9% |
| 1Y | +2,981.5% | +1,982.4% | +999.0% | +741.3% |
| All | +2,981.5% | +1,914.4% | +1,067.1% | +741.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling