+692.2%
NVDL vs AXON
+134.7%
+557.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -3.1% |
| 7D | +7.3% | -2.5% | +9.8% | +8.3% |
| 30D | -0.7% | -11.5% | +10.8% | +3.5% |
| 3M | +9.5% | +7.3% | +2.2% | +0.9% |
| 6M | +41.6% | -11.9% | +53.6% | +42.4% |
| YTD | +23.3% | -11.0% | +34.3% | +20.4% |
| 1Y | +40.3% | -31.8% | +72.0% | +59.0% |
| 3Y | +692.2% | +135.4% | +556.8% | +370.0% |
| All | +692.2% | +134.7% | +557.5% | +370.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling