+743.4%
AXTI vs UPS
-34.8%
+778.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.1% |
| 7D | +5.1% | -2.0% | +7.0% | +6.1% |
| 30D | -17.5% | -2.0% | -15.5% | -16.9% |
| 3M | -26.7% | -6.2% | -20.4% | -25.1% |
| 6M | +36.8% | +2.8% | +34.0% | +30.6% |
| YTD | +296.1% | +5.9% | +290.2% | +271.8% |
| 1Y | +1,810.6% | +26.2% | +1,784.4% | +1,516.3% |
| 3Y | +2,587.6% | -26.0% | +2,613.6% | +2,892.5% |
| All | +743.4% | -34.8% | +778.1% | +919.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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