+45.2%
NU vs AXTI
+707.9%
-662.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.2% | -2.0% |
| 7D | -2.6% | +21.0% | -23.6% | -4.9% |
| 30D | +8.2% | -6.6% | +14.9% | +8.2% |
| 3M | +26.3% | -12.1% | +38.3% | +23.0% |
| 6M | +2.2% | +78.7% | -76.5% | -15.1% |
| YTD | -10.4% | +321.5% | -331.9% | -37.7% |
| 1Y | -3.0% | +2,166.8% | -2,169.8% | -51.3% |
| 3Y | +120.3% | +2,807.6% | -2,687.3% | -14.1% |
| All | +45.2% | +707.9% | -662.6% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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