+45.2%
NU vs AXON
+220.5%
-175.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +0.9% | -1.2% |
| 7D | -2.6% | -3.3% | +0.8% | -1.6% |
| 30D | +8.2% | -17.8% | +26.1% | +14.6% |
| 3M | +26.3% | +8.3% | +18.0% | +19.3% |
| 6M | +2.2% | -12.4% | +14.6% | +2.7% |
| YTD | -10.4% | -13.7% | +3.3% | -11.1% |
| 1Y | -3.0% | -33.1% | +30.1% | +5.2% |
| 3Y | +120.3% | +128.2% | -8.0% | +14.6% |
| All | +45.2% | +220.5% | -175.3% | -56.7% |
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