+1,560.5%
AXTI vs SUI
+104.7%
+1,455.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.4% | -0.5% |
| 7D | +21.0% | -4.3% | +25.3% | +22.6% |
| 30D | -6.6% | -2.1% | -4.5% | -6.2% |
| 3M | -12.1% | -6.1% | -6.0% | -11.6% |
| 6M | +78.7% | -12.8% | +91.5% | +84.0% |
| YTD | +321.5% | -4.6% | +326.1% | +317.6% |
| 1Y | +2,166.8% | -7.7% | +2,174.5% | +2,159.4% |
| 3Y | +2,807.6% | +10.9% | +2,796.7% | +2,474.6% |
| 5Y | +651.5% | -32.4% | +683.9% | +734.7% |
| 10Y | +1,560.5% | +105.7% | +1,454.8% | +1,296.8% |
| All | +1,560.5% | +104.7% | +1,455.7% | +1,296.8% |
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