+480.1%
AXTI vs URI
+2,985.3%
-2,505.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.6% | +8.1% | +9.2% |
| 7D | +5.1% | -2.0% | +7.1% | +5.9% |
| 30D | -10.2% | -12.9% | +2.8% | -5.7% |
| 3M | -41.8% | -6.7% | -35.1% | -40.2% |
| 6M | +57.5% | +19.0% | +38.5% | +46.2% |
| YTD | +277.0% | +25.5% | +251.5% | +240.2% |
| 1Y | +1,982.4% | +5.5% | +1,976.9% | +1,889.0% |
| 3Y | +2,234.8% | +111.3% | +2,123.5% | +1,709.5% |
| 5Y | +528.3% | +198.6% | +329.8% | +335.2% |
| 10Y | +1,310.5% | +1,179.9% | +130.6% | +514.4% |
| All | +480.1% | +2,985.3% | -2,505.2% | +18.4% |
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