+19.3%
NU vs AXON
+106.3%
-87.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.3% | -2.3% | +0.7% |
| 7D | +2.8% | -25.6% | +28.4% | +11.5% |
| 30D | -23.0% | -23.9% | +0.8% | -17.3% |
| 3M | -9.7% | -50.4% | +40.7% | +10.5% |
| 6M | -8.7% | -20.0% | +11.3% | -7.9% |
| YTD | -26.4% | -44.5% | +18.1% | -17.5% |
| 1Y | -24.8% | -44.9% | +20.0% | -15.6% |
| 3Y | +44.6% | +44.7% | -0.1% | -13.6% |
| All | +19.3% | +106.3% | -87.0% | -59.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling