+1,617.1%
AXON vs SUI
+118.9%
+1,498.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | +0.7% | -10.5% | -10.1% |
| 7D | -12.7% | +8.8% | -21.4% | -15.5% |
| 30D | -8.6% | +8.9% | -17.5% | -11.7% |
| 3M | -37.2% | +2.0% | -39.3% | -37.9% |
| 6M | +0.5% | -0.6% | +1.2% | +0.2% |
| YTD | -32.6% | +1.3% | -34.0% | -33.3% |
| 1Y | -40.2% | +1.3% | -41.4% | -40.8% |
| 3Y | +76.1% | +16.3% | +59.8% | +60.2% |
| 5Y | +109.5% | -25.1% | +134.5% | +128.8% |
| All | +1,617.1% | +118.9% | +1,498.1% | +1,703.4% |
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