+508.9%
AXTI vs NVS
+743.5%
-234.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | 0.0% | -6.1% | -6.1% |
| 7D | +15.1% | -15.7% | +30.8% | +21.4% |
| 30D | -12.3% | -11.1% | -1.2% | -10.1% |
| 3M | -24.1% | -7.2% | -17.0% | -24.4% |
| 6M | +46.0% | -12.3% | +58.4% | +48.0% |
| YTD | +295.7% | +2.8% | +293.0% | +274.4% |
| 1Y | +1,825.6% | +11.9% | +1,813.7% | +1,648.7% |
| 3Y | +2,630.0% | +55.1% | +2,574.9% | +1,984.7% |
| 5Y | +601.0% | +94.1% | +506.9% | +372.7% |
| 10Y | +1,459.0% | +181.2% | +1,277.8% | +792.7% |
| All | +508.9% | +743.5% | -234.6% | +107.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling