+36.2%
TRV vs AXON
-33.3%
+69.5%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +0.3% |
| 7D | +0.2% | -3.3% | +3.5% | +0.2% |
| 30D | -2.3% | -17.8% | +15.5% | -2.5% |
| 3M | +22.7% | +8.3% | +14.4% | +22.7% |
| 6M | +21.9% | -12.4% | +34.3% | +21.3% |
| YTD | +27.5% | -13.7% | +41.2% | +27.3% |
| 1Y | +36.2% | -33.1% | +69.3% | +37.3% |
| All | +36.2% | -33.3% | +69.5% | +37.3% |
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