+380.9%
AXTI vs URA
-52.4%
+433.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.6% | -2.3% | -3.0% |
| 7D | +7.6% | -1.5% | +9.2% | +9.2% |
| 30D | -32.1% | -10.4% | -21.7% | -26.3% |
| 3M | -46.0% | -29.6% | -16.3% | -32.6% |
| 6M | -65.7% | -40.3% | -25.4% | -52.3% |
| YTD | +155.9% | -25.5% | +181.4% | +217.4% |
| 1Y | +300.8% | -26.4% | +327.2% | +403.1% |
| 3Y | +1,981.6% | +31.4% | +1,950.2% | +1,859.7% |
| 5Y | +359.3% | +28.6% | +330.7% | +317.3% |
| 10Y | +780.8% | +260.9% | +519.9% | +368.3% |
| All | +380.9% | -52.4% | +433.3% | +432.6% |
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