-51.3%
NVO vs AXON
+128.5%
-179.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.7% | -1.2% |
| 7D | -4.7% | -3.3% | -1.4% | -4.5% |
| 30D | -5.4% | -17.8% | +12.4% | -4.4% |
| 3M | +7.0% | +8.3% | -1.3% | +5.9% |
| 6M | +17.6% | -12.4% | +30.0% | +17.4% |
| YTD | -8.0% | -13.7% | +5.7% | -8.9% |
| 1Y | -13.8% | -33.1% | +19.2% | -14.5% |
| All | -51.3% | +128.5% | -179.8% | -56.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling