+265.9%
AXTI vs SUI
+1,809.7%
-1,543.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.5% | +7.3% | +6.4% |
| 7D | -29.4% | +6.2% | -35.6% | -31.4% |
| 30D | -51.3% | +8.6% | -59.9% | -53.5% |
| 3M | -48.3% | +1.0% | -49.3% | -49.4% |
| 6M | -62.9% | -2.6% | -60.3% | -63.8% |
| YTD | +137.8% | -0.1% | +137.9% | +127.6% |
| 1Y | +338.3% | +0.5% | +337.9% | +317.1% |
| 3Y | +1,590.4% | +15.3% | +1,575.2% | +1,361.4% |
| 5Y | +321.7% | -26.1% | +347.8% | +339.7% |
| 10Y | +655.0% | +117.8% | +537.1% | +373.5% |
| All | +265.9% | +1,809.7% | -1,543.7% | -38.1% |
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 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