+743.4%
AXTI vs UNP
+52.3%
+691.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +5.1% | -1.8% | +6.9% | +5.9% |
| 30D | -17.5% | -2.7% | -14.7% | -16.4% |
| 3M | -26.7% | +6.5% | -33.2% | -29.9% |
| 6M | +36.8% | +14.4% | +22.4% | +22.7% |
| YTD | +296.1% | +24.8% | +271.3% | +235.0% |
| 1Y | +1,810.6% | +34.4% | +1,776.2% | +1,435.1% |
| 3Y | +2,587.6% | +43.6% | +2,544.0% | +2,007.9% |
| All | +743.4% | +52.3% | +691.1% | +608.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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