+11.4%
NEE vs AXON
-40.7%
+52.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.8% | +3.1% | +4.9% |
| 7D | +9.2% | +0.2% | +8.9% | +9.2% |
| 30D | +16.0% | +3.0% | +13.0% | +16.0% |
| 3M | +2.2% | -30.1% | +32.3% | +1.0% |
| 6M | -6.0% | +7.7% | -13.7% | -4.2% |
| YTD | +12.6% | -25.3% | +37.9% | +14.0% |
| 1Y | +11.4% | -39.9% | +51.3% | +14.4% |
| All | +11.4% | -40.7% | +52.1% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 1y: compounded portfolio wealth divided by compounded AXON 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…
1y analysis · Full analysis span regression · 6 months rolling