+153.9%
TRV vs AXON
+177.9%
-24.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -0.9% |
| 7D | +0.5% | -2.5% | +3.0% | +0.6% |
| 30D | -4.9% | -11.5% | +6.6% | -4.5% |
| 3M | +23.7% | +7.3% | +16.4% | +23.0% |
| 6M | +20.3% | -11.9% | +32.3% | +20.4% |
| YTD | +27.1% | -11.0% | +38.1% | +27.0% |
| 1Y | +35.3% | -31.8% | +67.1% | +36.9% |
| 3Y | +139.8% | +135.4% | +4.4% | +126.0% |
| 5Y | +153.9% | +176.9% | -23.0% | +131.6% |
| All | +153.9% | +177.9% | -24.1% | +131.6% |
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