+1,470.4%
AXTI vs URI
+1,233.8%
+236.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.9% | -2.3% | -4.2% |
| 7D | +15.1% | -0.5% | +15.6% | +15.6% |
| 30D | -12.3% | -13.4% | +1.1% | -5.5% |
| 3M | -24.1% | -6.2% | -17.9% | -21.0% |
| 6M | +46.0% | +28.0% | +18.1% | +25.2% |
| YTD | +295.7% | +23.0% | +272.8% | +239.5% |
| 1Y | +1,825.6% | +5.5% | +1,820.1% | +1,688.1% |
| 3Y | +2,630.0% | +119.2% | +2,510.8% | +1,665.9% |
| 5Y | +601.0% | +201.0% | +399.9% | +281.0% |
| All | +1,470.4% | +1,233.8% | +236.6% | +449.5% |
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 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