+86.7%
AXON vs NVT
+243.7%
-157.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.8% | +0.5% | +3.2% |
| 7D | -25.6% | +3.5% | -29.1% | -26.6% |
| 30D | -23.9% | -28.2% | +4.3% | -17.3% |
| 3M | -50.4% | -30.1% | -20.4% | -46.2% |
| 6M | -20.0% | -32.5% | +12.5% | -13.6% |
| YTD | -44.5% | +15.2% | -59.7% | -52.7% |
| 1Y | -44.9% | +7.2% | -52.1% | -51.7% |
| 3Y | +44.7% | +134.2% | -89.5% | -20.4% |
| 5Y | +86.7% | +238.3% | -151.6% | -25.8% |
| All | +86.7% | +243.7% | -157.0% | -25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling