+456.7%
AXTI vs URI
+33.3%
+423.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.4% | -3.0% | -6.5% |
| 7D | -26.2% | -4.3% | -21.8% | -25.5% |
| 30D | -45.1% | +4.6% | -49.8% | -45.4% |
| 3M | -27.2% | -2.1% | -25.0% | -27.3% |
| 6M | -55.2% | +21.9% | -77.1% | -53.8% |
| YTD | +190.8% | +39.7% | +151.1% | +182.1% |
| 1Y | +456.7% | +32.9% | +423.8% | +461.5% |
| All | +456.7% | +33.3% | +423.4% | +461.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 1y: compounded portfolio wealth divided by compounded URI 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…
1y analysis · Full analysis span regression · 6 months rolling