-39.9%
AXON vs NVS
+37.6%
-77.6%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.6% | -1.8% | +1.5% |
| 7D | +0.2% | +5.7% | -5.5% | -0.2% |
| 30D | +3.0% | +17.1% | -14.1% | +2.1% |
| 3M | -30.1% | +7.6% | -37.8% | -30.0% |
| 6M | +7.7% | +14.1% | -6.4% | +6.7% |
| YTD | -25.3% | +23.3% | -48.6% | -28.3% |
| 1Y | -39.9% | +36.0% | -75.9% | -43.0% |
| All | -39.9% | +37.6% | -77.6% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling