+480.1%
AXTI vs SUI
+1,777.0%
-1,296.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.3% | +10.0% | +9.8% |
| 7D | +5.1% | -2.8% | +8.0% | +6.3% |
| 30D | -10.2% | -1.2% | -9.0% | -9.8% |
| 3M | -41.8% | -1.7% | -40.1% | -42.6% |
| 6M | +57.5% | -10.5% | +68.0% | +61.3% |
| YTD | +277.0% | -1.8% | +278.8% | +269.9% |
| 1Y | +1,982.4% | -4.1% | +1,986.5% | +1,947.8% |
| 3Y | +2,234.8% | +11.3% | +2,223.6% | +1,980.6% |
| 5Y | +528.3% | -32.1% | +560.4% | +590.2% |
| 10Y | +1,310.5% | +110.4% | +1,200.1% | +812.2% |
| All | +480.1% | +1,777.0% | -1,296.9% | +0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling