+2,317.4%
NEE vs AXON
+101,343.3%
-99,026.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.4% | -0.5% |
| 7D | +1.9% | -14.2% | +16.1% | +2.8% |
| 30D | -2.2% | -15.4% | +13.2% | -1.3% |
| 3M | -1.2% | +0.5% | -1.7% | -1.6% |
| 6M | -8.6% | -9.5% | +0.9% | -8.7% |
| YTD | +6.2% | -9.2% | +15.4% | +5.7% |
| 1Y | +21.1% | -29.4% | +50.5% | +22.3% |
| 3Y | +36.4% | +139.4% | -103.0% | +25.3% |
| 5Y | +11.4% | +178.9% | -167.5% | -0.1% |
| 10Y | +250.0% | +1,840.8% | -1,590.8% | +172.8% |
| All | +2,317.4% | +101,343.3% | -99,026.0% | +1,606.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling