-16.7%
NVO vs AXON
-36.2%
+19.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -7.6% | -7.0% | -0.5% | -6.7% |
| 30D | -6.0% | -20.1% | +14.1% | -3.3% |
| 3M | -0.8% | +7.4% | -8.2% | -3.7% |
| 6M | +16.5% | -7.4% | +23.8% | +15.8% |
| YTD | -11.1% | -15.6% | +4.5% | -11.2% |
| 1Y | -16.7% | -36.2% | +19.5% | -15.0% |
| All | -16.7% | -36.2% | +19.5% | -15.0% |
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 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