+1,119.4%
NBIS vs AXON
+15.1%
+1,104.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.0% | +9.7% | +8.4% |
| 7D | +22.2% | -2.5% | +24.7% | +22.9% |
| 30D | +29.7% | -11.5% | +41.2% | +32.9% |
| 3M | +11.9% | +7.3% | +4.6% | +3.5% |
| 6M | +173.0% | -11.9% | +185.0% | +174.1% |
| YTD | +191.4% | -11.0% | +202.4% | +186.9% |
| 1Y | +280.7% | -31.8% | +312.5% | +323.0% |
| All | +1,119.4% | +15.1% | +1,104.3% | +1,101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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