+37.7%
NEE vs AXON
+141.6%
-104.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.4% | -0.7% |
| 7D | +1.9% | -14.2% | +16.1% | +2.1% |
| 30D | -2.2% | -15.4% | +13.2% | -2.0% |
| 3M | -1.2% | +0.5% | -1.7% | -1.2% |
| 6M | -8.6% | -9.5% | +0.9% | -8.0% |
| YTD | +6.2% | -9.2% | +15.4% | +6.8% |
| 1Y | +21.1% | -29.4% | +50.5% | +23.0% |
| All | +37.7% | +141.6% | -104.0% | +20.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling