+743.4%
AXTI vs NVO
-4.3%
+747.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.4% |
| 7D | +5.1% | -7.6% | +12.7% | +6.3% |
| 30D | -17.5% | -6.0% | -11.5% | -16.8% |
| 3M | -26.7% | -0.8% | -25.9% | -28.2% |
| 6M | +36.8% | +16.5% | +20.3% | +29.4% |
| YTD | +296.1% | -11.1% | +307.3% | +290.1% |
| 1Y | +1,810.6% | -16.7% | +1,827.3% | +1,812.5% |
| 3Y | +2,587.6% | -52.9% | +2,640.5% | +2,849.5% |
| All | +743.4% | -4.3% | +747.6% | +562.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling