-33.1%
AXON vs NVT
+72.6%
-105.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.5% | -0.6% | -2.9% |
| 7D | -3.3% | +7.0% | -10.3% | -3.6% |
| 30D | -17.8% | -2.3% | -15.5% | -18.0% |
| 3M | +8.3% | -3.1% | +11.4% | +7.1% |
| 6M | -12.4% | +47.0% | -59.4% | -23.9% |
| YTD | -13.7% | +56.2% | -69.9% | -26.3% |
| 1Y | -33.1% | +74.5% | -107.6% | -45.3% |
| All | -33.1% | +72.6% | -105.6% | -45.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling