+44.3%
AXON vs SUI
+15.1%
+29.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -1.5% | -16.7% | -17.9% |
| 7D | -26.8% | +6.2% | -33.0% | -27.7% |
| 30D | -22.9% | +8.6% | -31.5% | -24.3% |
| 3M | -40.1% | +1.0% | -41.1% | -40.3% |
| 6M | -18.9% | -2.6% | -16.3% | -18.7% |
| YTD | -44.9% | -0.1% | -44.8% | -44.8% |
| 1Y | -46.7% | +0.5% | -47.2% | -46.7% |
| 3Y | +44.3% | +15.3% | +29.1% | +34.9% |
| All | +44.3% | +15.1% | +29.2% | +34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling