+48.4%
NU vs AXON
+230.6%
-182.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.4% |
| 7D | +6.0% | -2.5% | +8.5% | +6.8% |
| 30D | +10.8% | -11.5% | +22.3% | +14.4% |
| 3M | +32.2% | +7.3% | +24.9% | +25.3% |
| 6M | +5.1% | -11.9% | +17.1% | +5.6% |
| YTD | -8.4% | -11.0% | +2.6% | -10.0% |
| 1Y | +0.7% | -31.8% | +32.5% | +8.7% |
| 3Y | +125.1% | +135.4% | -10.3% | +15.9% |
| All | +48.4% | +230.6% | -182.2% | -56.2% |
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