+1,472.1%
AXTI vs ULTA
+132.3%
+1,339.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.7% |
| 7D | +5.1% | -3.1% | +8.2% | +6.2% |
| 30D | -17.5% | +2.8% | -20.3% | -18.9% |
| 3M | -26.7% | +14.8% | -41.4% | -31.2% |
| 6M | +36.8% | -16.2% | +53.0% | +42.6% |
| YTD | +296.1% | -9.6% | +305.8% | +302.8% |
| 1Y | +1,810.6% | +4.8% | +1,805.9% | +1,720.6% |
| 3Y | +2,587.6% | +30.7% | +2,556.9% | +2,191.4% |
| 5Y | +601.7% | +45.9% | +555.9% | +461.7% |
| All | +1,472.1% | +132.3% | +1,339.8% | +946.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 10y: compounded portfolio wealth divided by compounded ULTA 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…
10y analysis · Full analysis span regression · 6 months rolling