+44.3%
AXON vs NVTS
+36.9%
+7.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +9.5% | -27.7% | -18.4% |
| 7D | -26.8% | +1.5% | -28.4% | -26.9% |
| 30D | -22.9% | -23.8% | +0.9% | -22.5% |
| 3M | -40.1% | -30.6% | -9.5% | -39.7% |
| 6M | -18.9% | -48.4% | +29.5% | -18.5% |
| YTD | -44.9% | +20.6% | -65.5% | -46.0% |
| 1Y | -46.7% | -2.5% | -44.1% | -47.6% |
| 3Y | +44.3% | +44.0% | +0.4% | +52.5% |
| All | +44.3% | +36.9% | +7.4% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 3y: compounded portfolio wealth divided by compounded NVTS 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…
3y analysis · Full analysis span regression · 6 months rolling