+176.9%
AXON vs NUE
+142.0%
+34.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.2% | -1.5% |
| 7D | -2.5% | +1.8% | -4.3% | -3.0% |
| 30D | -11.5% | -6.0% | -5.5% | -10.3% |
| 3M | +7.3% | +1.4% | +5.9% | +6.4% |
| 6M | -11.9% | +52.8% | -64.8% | -21.9% |
| YTD | -11.0% | +58.1% | -69.1% | -22.2% |
| 1Y | -31.8% | +80.4% | -112.2% | -42.6% |
| 3Y | +135.4% | +62.3% | +73.1% | +95.9% |
| 5Y | +176.9% | +146.2% | +30.7% | +99.0% |
| All | +176.9% | +142.0% | +34.8% | +99.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling