+2,494.8%
NVDL vs AXON
+173.2%
+2,321.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.3% | -2.4% | -3.8% |
| 7D | -8.7% | -11.0% | +2.3% | -4.3% |
| 30D | -1.3% | -24.7% | +23.4% | +10.0% |
| 3M | +11.4% | +7.0% | +4.4% | +3.4% |
| 6M | +22.9% | -9.6% | +32.5% | +21.9% |
| YTD | +15.4% | -15.7% | +31.1% | +15.6% |
| 1Y | +18.8% | -35.9% | +54.7% | +36.0% |
| 3Y | +641.4% | +123.0% | +518.4% | +447.2% |
| All | +2,494.8% | +173.2% | +2,321.6% | +1,232.0% |
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 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