+182.3%
AXON vs NSC
+46.2%
+136.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.5% | -4.7% | -4.3% |
| 7D | -14.2% | -5.5% | -8.6% | -12.5% |
| 30D | -15.4% | -3.2% | -12.2% | -14.5% |
| 3M | +0.5% | +7.7% | -7.2% | -2.2% |
| 6M | -9.5% | +4.5% | -14.0% | -11.5% |
| YTD | -9.2% | +15.6% | -24.8% | -14.8% |
| 1Y | -29.4% | +19.8% | -49.2% | -34.7% |
| 3Y | +139.4% | +70.1% | +69.3% | +86.8% |
| All | +182.3% | +46.2% | +136.1% | +141.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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