+1,846.0%
AXON vs NUE
+559.5%
+1,286.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.6% | -3.2% |
| 7D | -3.3% | -2.3% | -1.1% | -2.7% |
| 30D | -17.8% | -6.1% | -11.7% | -16.5% |
| 3M | +8.3% | +1.7% | +6.6% | +6.9% |
| 6M | -12.4% | +53.1% | -65.4% | -24.5% |
| YTD | -13.7% | +59.0% | -72.8% | -27.0% |
| 1Y | -33.1% | +85.3% | -118.4% | -46.3% |
| 3Y | +128.2% | +63.2% | +65.0% | +83.3% |
| 5Y | +170.5% | +146.8% | +23.7% | +78.6% |
| 10Y | +1,846.0% | +584.3% | +1,261.7% | +560.1% |
| All | +1,846.0% | +559.5% | +1,286.5% | +560.1% |
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