+608.5%
AXTI vs URA
-31.1%
+639.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.8% | +8.9% | +9.3% |
| 7D | +5.1% | +1.1% | +4.1% | +4.6% |
| 30D | -10.2% | +7.4% | -17.5% | -13.0% |
| 3M | -41.8% | -8.4% | -33.5% | -37.2% |
| 6M | +57.5% | -12.7% | +70.2% | +74.3% |
| YTD | +277.0% | +7.8% | +269.2% | +272.4% |
| 1Y | +1,982.4% | +19.5% | +1,963.0% | +1,867.9% |
| 3Y | +2,234.8% | +116.4% | +2,118.4% | +1,533.8% |
| 5Y | +528.3% | +134.3% | +394.1% | +299.5% |
| 10Y | +1,310.5% | +359.3% | +951.3% | +525.2% |
| All | +608.5% | -31.1% | +639.6% | +524.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling