+742.4%
AXTI vs UDR
-20.1%
+762.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.4% | -5.9% |
| 7D | +15.1% | -3.4% | +18.5% | +16.4% |
| 30D | -12.3% | -5.4% | -6.9% | -10.9% |
| 3M | -24.1% | -10.0% | -14.2% | -22.5% |
| 6M | +46.0% | -2.5% | +48.6% | +42.5% |
| YTD | +295.7% | -1.1% | +296.8% | +281.1% |
| 1Y | +1,825.6% | -3.9% | +1,829.5% | +1,772.2% |
| 3Y | +2,630.0% | +3.4% | +2,626.5% | +2,396.5% |
| All | +742.4% | -20.1% | +762.6% | +882.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling