+2,396.1%
MUU vs AXTI
+2,554.5%
-158.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -8.2% | +5.1% | -13.3% | -10.3% |
| 30D | +10.2% | -17.5% | +27.6% | +17.6% |
| 3M | -26.5% | -26.7% | +0.2% | -21.0% |
| 6M | +227.2% | +36.8% | +190.5% | +162.8% |
| YTD | +527.4% | +296.1% | +231.3% | +199.3% |
| 1Y | +1,843.7% | +1,810.6% | +33.1% | +368.9% |
| All | +2,396.1% | +2,554.5% | -158.4% | +388.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling