+2,584.6%
AXTI vs UDR
+3.4%
+2,581.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.4% | -6.1% |
| 7D | +15.1% | -3.4% | +18.5% | +15.1% |
| 30D | -12.3% | -5.4% | -6.9% | -12.3% |
| 3M | -24.1% | -10.0% | -14.2% | -24.4% |
| 6M | +46.0% | -2.5% | +48.6% | +42.7% |
| YTD | +295.7% | -1.1% | +296.8% | +282.7% |
| 1Y | +1,825.6% | -3.9% | +1,829.5% | +1,779.1% |
| All | +2,584.6% | +3.4% | +2,581.3% | +2,261.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 UDR 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