+1,323.1%
NVDL vs AXON
+75.2%
+1,247.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -2.6% | -6.3% | -7.9% |
| 7D | -17.5% | -19.7% | +2.3% | -11.2% |
| 30D | -49.2% | -25.7% | -23.5% | -43.4% |
| 3M | -49.0% | -48.8% | -0.2% | -34.8% |
| 6M | -50.9% | -22.0% | -28.9% | -49.6% |
| YTD | -36.7% | -45.9% | +9.2% | -25.7% |
| 1Y | -43.0% | -46.1% | +3.1% | -32.9% |
| 3Y | +281.1% | +40.9% | +240.2% | +231.8% |
| All | +1,323.1% | +75.2% | +1,247.9% | +756.3% |
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