+797.7%
AXTI vs URI
+1,189.9%
-392.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.0% | -6.3% | -6.8% |
| 7D | +18.6% | +9.3% | +9.2% | +13.9% |
| 30D | -32.6% | +7.6% | -40.2% | -34.2% |
| 3M | -44.5% | +1.0% | -45.6% | -43.7% |
| 6M | -64.6% | +19.8% | -84.4% | -67.1% |
| YTD | +166.3% | +41.9% | +124.4% | +114.7% |
| 1Y | +296.5% | +33.4% | +263.2% | +230.7% |
| 3Y | +2,099.0% | +156.0% | +1,943.0% | +1,220.0% |
| 5Y | +377.9% | +209.5% | +168.4% | +154.1% |
| All | +797.7% | +1,189.9% | -392.1% | +223.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling