+88.4%
AXON vs NVS
+134.2%
-45.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.6% | +2.7% |
| 7D | +0.8% | -1.3% | +2.0% | +1.0% |
| 30D | -22.8% | +9.3% | -32.0% | -23.9% |
| 3M | -48.8% | +5.8% | -54.5% | -49.3% |
| 6M | -16.3% | +7.2% | -23.5% | -17.6% |
| YTD | -44.5% | +20.0% | -64.4% | -46.7% |
| 1Y | -43.4% | +25.4% | -68.8% | -46.2% |
| 3Y | +44.3% | +89.2% | -45.0% | +17.4% |
| All | +88.4% | +134.2% | -45.8% | +40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling