+1,981.6%
AXTI vs URA
+35.4%
+1,946.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.6% | -2.3% | -2.6% |
| 7D | +7.6% | -1.5% | +9.2% | +9.9% |
| 30D | -32.1% | -10.4% | -21.7% | -23.6% |
| 3M | -46.0% | -29.6% | -16.3% | -26.2% |
| 6M | -65.7% | -40.3% | -25.4% | -46.6% |
| YTD | +155.9% | -25.5% | +181.4% | +242.8% |
| 1Y | +300.8% | -26.4% | +327.2% | +444.2% |
| 3Y | +1,981.6% | +31.4% | +1,950.2% | +2,061.0% |
| All | +1,981.6% | +35.4% | +1,946.2% | +2,061.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling