+1,339.5%
TRV vs AXON
+59,416.1%
-58,076.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.4% |
| 7D | +1.4% | -27.4% | +28.7% | +4.5% |
| 30D | +8.7% | -28.5% | +37.1% | +12.2% |
| 3M | +7.1% | -49.3% | +56.3% | +14.1% |
| 6M | +35.5% | -25.0% | +60.5% | +37.6% |
| YTD | +39.7% | -46.7% | +86.5% | +45.8% |
| 1Y | +44.1% | -48.3% | +92.3% | +50.7% |
| 3Y | +148.1% | +38.8% | +109.3% | +127.2% |
| 5Y | +178.6% | +77.7% | +100.9% | +142.4% |
| 10Y | +352.5% | +1,028.0% | -675.5% | +204.4% |
| All | +1,339.5% | +59,416.1% | -58,076.6% | +457.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling