+2,587.6%
AXTI vs NVS
+54.2%
+2,533.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | 0.0% |
| 7D | +5.1% | -14.3% | +19.3% | +0.2% |
| 30D | -17.5% | -10.0% | -7.5% | -19.9% |
| 3M | -26.7% | -10.9% | -15.8% | -29.0% |
| 6M | +36.8% | -12.0% | +48.7% | +32.8% |
| YTD | +296.1% | +2.5% | +293.6% | +284.1% |
| 1Y | +1,810.6% | +10.7% | +1,799.9% | +1,760.6% |
| 3Y | +2,587.6% | +53.3% | +2,534.3% | +2,916.3% |
| All | +2,587.6% | +54.2% | +2,533.3% | +2,916.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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