+176.9%
AXON vs NVT
+425.5%
-248.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.2% | -6.2% | -3.3% |
| 7D | -2.5% | +10.4% | -12.8% | -5.6% |
| 30D | -11.5% | -1.3% | -10.2% | -11.6% |
| 3M | +7.3% | -0.6% | +7.9% | +5.2% |
| 6M | -11.9% | +53.8% | -65.7% | -28.9% |
| YTD | -11.0% | +60.2% | -71.2% | -29.6% |
| 1Y | -31.8% | +76.8% | -108.5% | -48.7% |
| 3Y | +135.4% | +191.2% | -55.8% | +29.5% |
| 5Y | +176.9% | +430.9% | -254.1% | +5.9% |
| All | +176.9% | +425.5% | -248.6% | +5.9% |
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