+245.4%
NEE vs AXON
+1,845.5%
-1,600.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.6% |
| 7D | +1.1% | -2.5% | +3.6% | +1.3% |
| 30D | -0.2% | -11.5% | +11.3% | +0.6% |
| 3M | +0.5% | +7.3% | -6.8% | -0.6% |
| 6M | -6.5% | -11.9% | +5.4% | -6.4% |
| YTD | +6.7% | -11.0% | +17.7% | +6.4% |
| 1Y | +23.6% | -31.8% | +55.4% | +25.9% |
| 3Y | +37.1% | +135.4% | -98.3% | +20.1% |
| 5Y | +10.9% | +176.9% | -165.9% | -7.1% |
| 10Y | +245.4% | +1,854.5% | -1,609.1% | +167.4% |
| All | +245.4% | +1,845.5% | -1,600.1% | +167.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling