+1,472.1%
AXTI vs NVO
+143.1%
+1,329.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.6% |
| 7D | +5.1% | -7.6% | +12.7% | +6.8% |
| 30D | -17.5% | -6.0% | -11.5% | -16.6% |
| 3M | -26.7% | -0.8% | -25.9% | -28.2% |
| 6M | +36.8% | +16.5% | +20.3% | +28.5% |
| YTD | +296.1% | -11.1% | +307.3% | +291.8% |
| 1Y | +1,810.6% | -16.7% | +1,827.3% | +1,825.0% |
| 3Y | +2,587.6% | -52.9% | +2,640.5% | +2,917.4% |
| 5Y | +601.7% | -3.0% | +604.7% | +490.9% |
| All | +1,472.1% | +143.1% | +1,329.0% | +973.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 10y: compounded portfolio wealth divided by compounded NVO 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…
10y analysis · Full analysis span regression · 6 months rolling