-12.8%
NVO vs AXON
-28.9%
+16.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.2% | +2.3% | -1.4% |
| 7D | +2.2% | -14.2% | +16.3% | +4.1% |
| 30D | +6.0% | -15.4% | +21.4% | +7.8% |
| 3M | +7.9% | +0.5% | +7.4% | +6.3% |
| 6M | +27.1% | -9.5% | +36.6% | +27.8% |
| YTD | -3.8% | -9.2% | +5.4% | -5.0% |
| 1Y | -12.8% | -29.4% | +16.5% | -12.5% |
| All | -12.8% | -28.9% | +16.1% | -12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling