+2,423.9%
MUU vs AXTI
+2,551.6%
-127.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.1% | -3.2% | -7.0% |
| 7D | +3.6% | +15.1% | -11.6% | -2.1% |
| 30D | +22.3% | -12.3% | +34.6% | +27.8% |
| 3M | -8.2% | -24.1% | +15.9% | -2.2% |
| 6M | +256.3% | +46.0% | +210.3% | +179.7% |
| YTD | +534.4% | +295.7% | +238.7% | +202.7% |
| 1Y | +2,163.5% | +1,825.6% | +337.9% | +444.6% |
| All | +2,423.9% | +2,551.6% | -127.8% | +394.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling