+342.1%
AXTI vs URI
+3,415.9%
-3,073.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +4.2% | +15.3% | +18.1% |
| 7D | -1.2% | +2.4% | -3.6% | -1.1% |
| 30D | -24.2% | +8.9% | -33.1% | -25.6% |
| 3M | -36.3% | +0.8% | -37.1% | -35.7% |
| 6M | -62.7% | +23.1% | -85.8% | -64.7% |
| YTD | +187.3% | +43.1% | +144.2% | +151.2% |
| 1Y | +344.8% | +35.7% | +309.1% | +296.0% |
| 3Y | +2,272.2% | +158.2% | +2,114.0% | +1,645.9% |
| 5Y | +419.6% | +212.6% | +207.0% | +258.4% |
| 10Y | +888.8% | +1,210.8% | -321.9% | +332.5% |
| All | +342.1% | +3,415.9% | -3,073.9% | -12.6% |
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