+40.5%
AXON vs NUE
+78.6%
-38.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.6% |
| 7D | -19.7% | +6.1% | -25.9% | -20.4% |
| 30D | -25.7% | +2.7% | -28.4% | -25.9% |
| 3M | -48.8% | -3.8% | -45.0% | -48.6% |
| 6M | -22.0% | +14.0% | -36.0% | -23.4% |
| YTD | -45.9% | +61.2% | -107.1% | -50.1% |
| 1Y | -46.1% | +77.8% | -123.9% | -51.1% |
| All | +40.5% | +78.6% | -38.1% | +17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling