+1,334.8%
TRV vs AXON
+61,949.9%
-60,615.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.6% | -0.8% |
| 7D | -2.4% | -25.6% | +23.2% | +0.4% |
| 30D | +7.5% | -23.9% | +31.4% | +10.2% |
| 3M | +6.7% | -50.4% | +57.1% | +14.1% |
| 6M | +35.5% | -20.0% | +55.5% | +36.7% |
| YTD | +39.3% | -44.5% | +83.7% | +44.7% |
| 1Y | +41.8% | -44.9% | +86.7% | +47.3% |
| 3Y | +147.3% | +44.7% | +102.6% | +125.5% |
| 5Y | +178.3% | +86.7% | +91.6% | +140.9% |
| 10Y | +348.3% | +1,060.5% | -712.1% | +200.7% |
| All | +1,334.8% | +61,949.9% | -60,615.1% | +453.1% |
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