+325.8%
AXTI vs SUI
-26.2%
+352.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.5% | +7.3% | +5.9% |
| 7D | -29.4% | +6.2% | -35.6% | -29.7% |
| 30D | -51.3% | +8.6% | -59.9% | -51.8% |
| 3M | -48.3% | +1.0% | -49.3% | -48.4% |
| 6M | -62.9% | -2.6% | -60.3% | -63.0% |
| YTD | +137.8% | -0.1% | +137.9% | +133.7% |
| 1Y | +338.3% | +0.5% | +337.9% | +328.7% |
| 3Y | +1,590.4% | +15.3% | +1,575.2% | +1,387.8% |
| All | +325.8% | -26.2% | +352.1% | +395.9% |
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 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