+182.3%
AXON vs SUI
-32.0%
+214.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.8% | -4.1% |
| 7D | -14.2% | -2.8% | -11.3% | -13.4% |
| 30D | -15.4% | -1.2% | -14.2% | -15.1% |
| 3M | +0.5% | -1.7% | +2.2% | +0.9% |
| 6M | -9.5% | -10.5% | +1.0% | -6.5% |
| YTD | -9.2% | -1.8% | -7.4% | -8.8% |
| 1Y | -29.4% | -4.1% | -25.3% | -28.7% |
| 3Y | +139.4% | +11.3% | +128.2% | +123.4% |
| All | +182.3% | -32.0% | +214.3% | +240.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling