-29.4%
AXON vs NVS
+27.7%
-57.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.9% | -2.3% | -4.2% |
| 7D | -14.2% | +4.0% | -18.2% | -13.9% |
| 30D | -15.4% | +3.6% | -19.0% | -15.0% |
| 3M | +0.5% | +7.8% | -7.3% | +1.1% |
| 6M | -9.5% | -0.2% | -9.3% | -9.5% |
| YTD | -9.2% | +19.6% | -28.8% | -9.0% |
| 1Y | -29.4% | +28.4% | -57.8% | -27.5% |
| All | -29.4% | +27.7% | -57.1% | -27.5% |
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