+296.5%
AXTI vs URI
+34.6%
+262.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.0% | -6.3% | -6.9% |
| 7D | +18.6% | +9.3% | +9.2% | +15.8% |
| 30D | -32.6% | +7.6% | -40.2% | -33.1% |
| 3M | -44.5% | +1.0% | -45.6% | -44.6% |
| 6M | -64.6% | +19.8% | -84.4% | -63.6% |
| YTD | +166.3% | +41.9% | +124.4% | +158.7% |
| 1Y | +296.5% | +33.4% | +263.2% | +305.1% |
| All | +296.5% | +34.6% | +262.0% | +305.1% |
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 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