+71.0%
UBER vs AXTI
+1,178.5%
-1,107.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.7% |
| 7D | -7.0% | +21.0% | -28.0% | -9.3% |
| 30D | -8.9% | -6.6% | -2.3% | -9.1% |
| 3M | +1.0% | -12.1% | +13.1% | -2.2% |
| 6M | -3.7% | +78.7% | -82.4% | -21.6% |
| YTD | -13.0% | +321.5% | -334.5% | -41.8% |
| 1Y | -25.5% | +2,166.8% | -2,192.3% | -64.7% |
| 3Y | +50.5% | +2,807.6% | -2,757.1% | -46.3% |
| 5Y | +76.2% | +651.5% | -575.3% | -12.3% |
| All | +71.0% | +1,178.5% | -1,107.5% | -50.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling