+72.4%
UBER vs AXTI
+1,101.7%
-1,029.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -5.4% | +5.1% | -10.5% | -6.1% |
| 30D | -4.9% | -17.5% | +12.6% | -3.7% |
| 3M | +3.0% | -26.7% | +29.7% | +2.3% |
| 6M | -4.4% | +36.8% | -41.2% | -18.8% |
| YTD | -12.3% | +296.1% | -308.4% | -40.9% |
| 1Y | -24.3% | +1,810.6% | -1,834.9% | -63.1% |
| 3Y | +46.4% | +2,587.6% | -2,541.1% | -47.1% |
| 5Y | +79.7% | +601.7% | -522.1% | -9.8% |
| All | +72.4% | +1,101.7% | -1,029.3% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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