+2,788.3%
NVDL vs AXON
+194.2%
+2,594.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.2% | +5.8% | +3.3% |
| 7D | +11.7% | -14.2% | +25.8% | +18.3% |
| 30D | +7.8% | -15.4% | +23.2% | +13.4% |
| 3M | +3.3% | +0.5% | +2.8% | -0.7% |
| 6M | +38.9% | -9.5% | +48.4% | +37.9% |
| YTD | +28.5% | -9.2% | +37.7% | +24.8% |
| 1Y | +40.6% | -29.4% | +70.0% | +54.5% |
| 3Y | +648.7% | +139.4% | +509.3% | +436.3% |
| All | +2,788.3% | +194.2% | +2,594.1% | +1,338.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling