+136.0%
NVO vs AXON
+1,815.8%
-1,679.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -7.6% | -7.0% | -0.5% | -7.0% |
| 30D | -6.0% | -20.1% | +14.1% | -4.3% |
| 3M | -0.8% | +7.4% | -8.2% | -2.0% |
| 6M | +16.5% | -7.4% | +23.8% | +16.0% |
| YTD | -11.1% | -15.6% | +4.5% | -11.0% |
| 1Y | -16.7% | -36.2% | +19.5% | -15.0% |
| 3Y | -52.9% | +124.8% | -177.8% | -58.0% |
| 5Y | -3.0% | +166.6% | -169.6% | -16.9% |
| All | +136.0% | +1,815.8% | -1,679.8% | +87.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling