+651.5%
AXTI vs URA
+132.7%
+518.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.1% |
| 7D | +21.0% | +5.7% | +15.3% | +17.2% |
| 30D | -6.6% | +5.6% | -12.2% | -9.3% |
| 3M | -12.1% | +6.2% | -18.3% | -12.8% |
| 6M | +78.7% | -8.2% | +87.0% | +92.2% |
| YTD | +321.5% | +9.7% | +311.8% | +311.3% |
| 1Y | +2,166.8% | +17.0% | +2,149.8% | +2,055.4% |
| 3Y | +2,807.6% | +118.5% | +2,689.1% | +1,952.3% |
| 5Y | +651.5% | +134.3% | +517.1% | +401.0% |
| All | +651.5% | +132.7% | +518.8% | +401.0% |
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 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