+36.2%
TRV vs AXTX
-89.0%
+125.3%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -15.1% | +18.6% | +3.1% |
| 7D | +3.9% | -48.4% | +52.2% | +2.5% |
| 30D | +13.5% | -74.7% | +88.1% | +10.8% |
| 3M | +8.9% | -67.9% | +76.7% | +8.5% |
| 6M | +36.8% | -94.1% | +130.9% | +37.0% |
| All | +36.2% | -89.0% | +125.3% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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