-44.9%
AXON vs NVT
+5.7%
-50.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.8% | +0.5% | +4.3% |
| 7D | -25.6% | +3.5% | -29.1% | -25.0% |
| 30D | -23.9% | -28.2% | +4.3% | -23.0% |
| 3M | -50.4% | -30.1% | -20.4% | -49.9% |
| 6M | -20.0% | -32.5% | +12.5% | -19.4% |
| YTD | -44.5% | +15.2% | -59.7% | -52.9% |
| 1Y | -44.9% | +7.2% | -52.1% | -52.1% |
| All | -44.9% | +5.7% | -50.6% | -52.1% |
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