+743.4%
AXTI vs NUE
+146.6%
+596.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.4% | -0.6% |
| 7D | +5.1% | -0.6% | +5.7% | +5.3% |
| 30D | -17.5% | -4.6% | -12.9% | -15.4% |
| 3M | -26.7% | -0.3% | -26.4% | -27.2% |
| 6M | +36.8% | +51.9% | -15.1% | +10.0% |
| YTD | +296.1% | +60.0% | +236.2% | +211.6% |
| 1Y | +1,810.6% | +82.9% | +1,727.7% | +1,309.2% |
| 3Y | +2,587.6% | +66.0% | +2,521.6% | +1,943.5% |
| All | +743.4% | +146.6% | +596.8% | +449.8% |
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