+176.1%
TRV vs AXON
+71.5%
+104.6%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.1% |
| 7D | -0.9% | -28.7% | +27.8% | +0.3% |
| 30D | +7.2% | -28.3% | +35.5% | +8.4% |
| 3M | +3.2% | -46.9% | +50.1% | +5.4% |
| 6M | +33.6% | -24.9% | +58.5% | +34.2% |
| YTD | +37.8% | -46.6% | +84.4% | +40.1% |
| 1Y | +43.4% | -49.7% | +93.1% | +46.2% |
| 3Y | +146.7% | +40.6% | +106.1% | +136.3% |
| 5Y | +176.1% | +71.9% | +104.2% | +155.0% |
| All | +176.1% | +71.5% | +104.6% | +155.0% |
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