+1,472.1%
AXTI vs UUUU
+465.5%
+1,006.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +1.3% |
| 7D | +5.1% | -10.5% | +15.6% | +8.0% |
| 30D | -17.5% | -10.5% | -7.0% | -15.3% |
| 3M | -26.7% | -14.1% | -12.6% | -23.2% |
| 6M | +36.8% | -35.5% | +72.2% | +51.9% |
| YTD | +296.1% | -10.9% | +307.1% | +303.8% |
| 1Y | +1,810.6% | +3.4% | +1,807.3% | +1,734.7% |
| 3Y | +2,587.6% | +73.1% | +2,514.4% | +2,053.8% |
| 5Y | +601.7% | +87.1% | +514.6% | +414.1% |
| All | +1,472.1% | +465.5% | +1,006.6% | +787.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling