+2,759.3%
AXTI vs URI
+125.2%
+2,634.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.3% | -1.6% |
| 7D | +21.0% | +5.0% | +16.0% | +18.2% |
| 30D | -6.6% | -9.4% | +2.8% | -1.6% |
| 3M | -12.1% | -5.8% | -6.2% | -8.6% |
| 6M | +78.7% | +25.8% | +52.9% | +54.7% |
| YTD | +321.5% | +27.9% | +293.6% | +251.9% |
| 1Y | +2,166.8% | +9.7% | +2,157.1% | +2,006.9% |
| All | +2,759.3% | +125.2% | +2,634.1% | +1,596.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling