+637.0%
AXON vs NVT
+498.9%
+138.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.8% | +0.5% | +2.9% |
| 7D | -25.6% | +3.5% | -29.1% | -27.1% |
| 30D | -23.9% | -28.2% | +4.3% | -15.7% |
| 3M | -50.4% | -30.1% | -20.4% | -45.2% |
| 6M | -20.0% | -32.5% | +12.5% | -12.2% |
| YTD | -44.5% | +15.2% | -59.7% | -53.1% |
| 1Y | -44.9% | +7.2% | -52.1% | -52.0% |
| 3Y | +44.7% | +134.2% | -89.5% | -19.5% |
| 5Y | +86.7% | +238.3% | -151.6% | -16.2% |
| All | +637.0% | +498.9% | +138.0% | +128.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 10y: compounded portfolio wealth divided by compounded NVT 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…
10y analysis · Full analysis span regression · 6 months rolling