+1,398.0%
AXTI vs UEC
+74.4%
+1,323.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.5% |
| 7D | +21.0% | -0.2% | +21.2% | +21.1% |
| 30D | -6.6% | +1.9% | -8.6% | -7.1% |
| 3M | -12.1% | +8.9% | -21.0% | -13.1% |
| 6M | +78.7% | -14.5% | +93.2% | +82.9% |
| YTD | +321.5% | -0.7% | +322.2% | +319.4% |
| 1Y | +2,166.8% | -4.1% | +2,170.8% | +2,148.3% |
| 3Y | +2,807.6% | +148.9% | +2,658.7% | +2,305.7% |
| 5Y | +651.5% | +300.0% | +351.5% | +443.7% |
| 10Y | +1,560.5% | +994.3% | +566.1% | +869.5% |
| All | +1,398.0% | +74.4% | +1,323.6% | +706.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 all: compounded portfolio wealth divided by compounded UEC 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…
all analysis · Full analysis span regression · 6 months rolling