+2.0%
NVO vs AXON
+176.2%
-174.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.1% | -2.9% |
| 7D | +0.1% | -2.5% | +2.6% | +0.3% |
| 30D | -3.2% | -11.5% | +8.3% | -2.4% |
| 3M | +11.5% | +7.3% | +4.2% | +10.1% |
| 6M | +22.9% | -11.9% | +34.8% | +22.9% |
| YTD | -6.8% | -11.0% | +4.2% | -7.4% |
| 1Y | -12.6% | -31.8% | +19.1% | -11.9% |
| 3Y | -49.6% | +135.4% | -185.0% | -56.1% |
| All | +2.0% | +176.2% | -174.2% | -16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling