+1,266.3%
NVDL vs AXON
+79.9%
+1,186.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.7% | -6.7% | -5.0% |
| 7D | -24.8% | +0.8% | -25.6% | -24.9% |
| 30D | -48.0% | -22.8% | -25.3% | -43.0% |
| 3M | -51.5% | -48.8% | -2.8% | -38.1% |
| 6M | -54.9% | -16.3% | -38.6% | -55.0% |
| YTD | -39.2% | -44.5% | +5.2% | -29.4% |
| 1Y | -41.1% | -43.4% | +2.3% | -32.3% |
| 3Y | +262.9% | +44.3% | +218.7% | +212.8% |
| All | +1,266.3% | +79.9% | +1,186.4% | +713.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling