+1,852.6%
AXON vs SUI
+110.1%
+1,742.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.8% | -4.0% |
| 7D | -14.2% | -2.8% | -11.3% | -13.2% |
| 30D | -15.4% | -1.2% | -14.2% | -15.0% |
| 3M | +0.5% | -1.7% | +2.2% | +0.9% |
| 6M | -9.5% | -10.5% | +1.0% | -5.9% |
| YTD | -9.2% | -1.8% | -7.4% | -8.7% |
| 1Y | -29.4% | -4.1% | -25.3% | -28.6% |
| 3Y | +139.4% | +11.3% | +128.2% | +121.3% |
| 5Y | +178.9% | -32.1% | +211.0% | +218.5% |
| All | +1,852.6% | +110.1% | +1,742.5% | +1,649.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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