+28.0%
NU vs AXON
+106.3%
-78.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +2.7% | +9.0% | +10.9% |
| 7D | +9.9% | +0.8% | +9.1% | +9.7% |
| 30D | -11.5% | -22.8% | +11.3% | -5.2% |
| 3M | -5.1% | -48.8% | +43.7% | +15.1% |
| 6M | +3.1% | -16.3% | +19.4% | +2.5% |
| YTD | -21.0% | -44.5% | +23.4% | -11.4% |
| 1Y | -15.2% | -43.4% | +28.2% | -5.7% |
| 3Y | +56.4% | +44.3% | +12.2% | -6.2% |
| All | +28.0% | +106.3% | -78.3% | -56.9% |
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