+293.8%
AXTI vs URI
+3,341.8%
-3,048.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.3% | -2.6% | -3.5% |
| 7D | +7.6% | +6.7% | +0.9% | +5.8% |
| 30D | -32.1% | +8.9% | -40.9% | -33.3% |
| 3M | -46.0% | +0.5% | -46.5% | -45.3% |
| 6M | -65.7% | +20.7% | -86.3% | -67.3% |
| YTD | +155.9% | +40.0% | +115.9% | +125.4% |
| 1Y | +300.8% | +34.4% | +266.4% | +257.9% |
| 3Y | +1,981.6% | +149.5% | +1,832.1% | +1,449.3% |
| 5Y | +359.3% | +205.6% | +153.7% | +219.3% |
| 10Y | +780.8% | +1,183.1% | -402.3% | +288.0% |
| All | +293.8% | +3,341.8% | -3,048.0% | -21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling