+295.4%
TRV vs AXON
+1,811.1%
-1,515.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +0.6% |
| 7D | +0.2% | -3.3% | +3.5% | +0.5% |
| 30D | -2.3% | -17.8% | +15.5% | -0.8% |
| 3M | +22.7% | +8.3% | +14.4% | +20.9% |
| 6M | +21.9% | -12.4% | +34.3% | +22.0% |
| YTD | +27.5% | -13.7% | +41.2% | +27.2% |
| 1Y | +36.2% | -33.1% | +69.3% | +39.2% |
| 3Y | +140.6% | +128.2% | +12.4% | +108.8% |
| 5Y | +154.5% | +170.5% | -16.0% | +111.7% |
| 10Y | +295.4% | +1,846.0% | -1,550.6% | +156.4% |
| All | +295.4% | +1,811.1% | -1,515.6% | +156.4% |
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 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