-8.7%
NU vs AXON
-20.0%
+11.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.3% | -2.3% | +1.7% |
| 7D | +2.8% | -25.6% | +28.4% | +5.0% |
| 30D | -23.0% | -23.9% | +0.8% | -21.6% |
| 3M | -9.7% | -50.4% | +40.7% | -4.8% |
| 6M | -8.7% | -20.0% | +11.3% | -7.5% |
| All | -8.7% | -20.0% | +11.2% | -7.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling