+356.3%
AXTI vs URA
+25.6%
+330.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.6% | -2.3% | -2.8% |
| 7D | +7.6% | -1.5% | +9.2% | +9.5% |
| 30D | -32.1% | -10.4% | -21.7% | -24.9% |
| 3M | -46.0% | -29.6% | -16.3% | -29.4% |
| 6M | -65.7% | -40.3% | -25.4% | -49.4% |
| YTD | +155.9% | -25.5% | +181.4% | +230.8% |
| 1Y | +300.8% | -26.4% | +327.2% | +424.7% |
| 3Y | +1,981.6% | +31.4% | +1,950.2% | +1,903.5% |
| All | +356.3% | +25.6% | +330.6% | +311.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling