+19.7%
NU vs AXON
+98.3%
-78.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.1% | +5.9% | +3.7% |
| 7D | +6.4% | -28.7% | +35.1% | +16.9% |
| 30D | -23.3% | -28.3% | +5.0% | -16.0% |
| 3M | -10.7% | -46.9% | +36.2% | +6.6% |
| 6M | -10.4% | -24.9% | +14.4% | -7.7% |
| YTD | -26.2% | -46.6% | +20.5% | -16.2% |
| 1Y | -22.1% | -49.7% | +27.6% | -9.7% |
| 3Y | +49.6% | +40.6% | +9.1% | -10.0% |
| All | +19.7% | +98.3% | -78.6% | -59.2% |
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