+17.6%
NEE vs AXON
+71.5%
-53.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -18.2% | +16.7% | -0.5% |
| 7D | +3.9% | -26.8% | +30.7% | +5.5% |
| 30D | +12.8% | -22.9% | +35.7% | +14.3% |
| 3M | +3.6% | -40.1% | +43.6% | +6.1% |
| 6M | -7.5% | -18.9% | +11.4% | -7.3% |
| YTD | +10.7% | -44.9% | +55.6% | +13.5% |
| 1Y | +9.1% | -46.7% | +55.8% | +12.1% |
| 3Y | +61.0% | +44.3% | +16.7% | +43.0% |
| All | +17.6% | +71.5% | -53.9% | -5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling