+129.8%
AXON vs NUE
+60.7%
+69.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.6% | -3.1% |
| 7D | -3.3% | -2.3% | -1.1% | -3.0% |
| 30D | -17.8% | -6.1% | -11.7% | -17.2% |
| 3M | +8.3% | +1.7% | +6.6% | +7.9% |
| 6M | -12.4% | +53.1% | -65.4% | -18.9% |
| YTD | -13.7% | +59.0% | -72.8% | -21.1% |
| 1Y | -33.1% | +85.3% | -118.4% | -40.7% |
| All | +129.8% | +60.7% | +69.1% | +89.7% |
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