+797.7%
AXTI vs SUI
+120.9%
+676.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.7% | -6.6% | -7.1% |
| 7D | +18.6% | -3.8% | +22.4% | +19.7% |
| 30D | -32.6% | +3.9% | -36.6% | -34.0% |
| 3M | -44.5% | +0.2% | -44.7% | -45.3% |
| 6M | -64.6% | -4.2% | -60.4% | -65.1% |
| YTD | +166.3% | -2.5% | +168.8% | +158.9% |
| 1Y | +296.5% | -4.0% | +300.6% | +286.7% |
| 3Y | +2,099.0% | +16.5% | +2,082.5% | +1,785.6% |
| 5Y | +377.9% | -27.2% | +405.1% | +410.7% |
| All | +797.7% | +120.9% | +676.8% | +551.1% |
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