+1,060.5%
AXON vs NUE
+445.3%
+615.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.9% | +2.3% | +3.7% |
| 7D | -25.6% | -2.4% | -23.2% | -25.0% |
| 30D | -23.9% | +3.8% | -27.7% | -24.7% |
| 3M | -50.4% | -3.7% | -46.8% | -50.1% |
| 6M | -20.0% | +13.2% | -33.2% | -23.7% |
| YTD | -44.5% | +61.6% | -106.0% | -53.2% |
| 1Y | -44.9% | +83.6% | -128.5% | -55.4% |
| 3Y | +44.7% | +78.6% | -33.9% | +13.0% |
| 5Y | +86.7% | +148.0% | -61.3% | +24.7% |
| 10Y | +1,060.5% | +449.9% | +610.6% | +361.3% |
| All | +1,060.5% | +445.3% | +615.2% | +361.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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