+44.1%
TRV vs AXON
-50.5%
+94.6%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.4% |
| 7D | +1.4% | -27.4% | +28.7% | +1.5% |
| 30D | +8.7% | -28.5% | +37.1% | +8.8% |
| 3M | +7.1% | -49.3% | +56.3% | +6.6% |
| 6M | +35.5% | -25.0% | +60.5% | +36.2% |
| YTD | +39.7% | -46.7% | +86.5% | +37.6% |
| 1Y | +44.1% | -48.3% | +92.3% | +40.5% |
| All | +44.1% | -50.5% | +94.6% | +40.5% |
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