+344.9%
TRV vs AXON
+1,027.4%
-682.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.6% | +1.2% |
| 7D | +0.1% | -19.7% | +19.8% | +1.9% |
| 30D | +8.0% | -25.7% | +33.7% | +10.6% |
| 3M | +9.3% | -48.8% | +58.1% | +15.4% |
| 6M | +36.2% | -22.0% | +58.2% | +37.3% |
| YTD | +40.6% | -45.9% | +86.5% | +45.7% |
| 1Y | +43.1% | -46.1% | +89.1% | +48.2% |
| 3Y | +149.6% | +40.9% | +108.7% | +125.7% |
| 5Y | +181.6% | +80.2% | +101.4% | +141.7% |
| All | +344.9% | +1,027.4% | -682.6% | +210.4% |
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