+281.9%
NEE vs AXON
+1,278.1%
-996.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.1% |
| 7D | +2.2% | -28.7% | +30.9% | +4.7% |
| 30D | +12.3% | -28.3% | +40.6% | +15.0% |
| 3M | +3.4% | -46.9% | +50.3% | +8.1% |
| 6M | -5.3% | -24.9% | +19.6% | -4.2% |
| YTD | +10.6% | -46.6% | +57.2% | +14.4% |
| 1Y | +6.5% | -49.7% | +56.1% | +10.7% |
| 3Y | +73.5% | +40.6% | +33.0% | +57.5% |
| 5Y | +17.0% | +71.9% | -54.9% | +1.0% |
| 10Y | +281.9% | +1,180.9% | -899.0% | +202.9% |
| All | +281.9% | +1,278.1% | -996.2% | +202.9% |
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