+21.4%
ACWI vs TXG
+366.6%
-345.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.7% | -5.2% | -0.8% |
| 7D | +1.1% | +9.4% | -8.3% | +0.3% |
| 30D | -0.2% | +26.1% | -26.3% | -2.2% |
| 3M | +4.7% | +124.8% | -120.1% | -2.7% |
| 6M | +14.5% | +215.2% | -200.8% | +3.4% |
| YTD | +14.6% | +302.2% | -287.6% | +1.7% |
| 1Y | +21.4% | +370.9% | -349.5% | +6.1% |
| All | +21.4% | +366.6% | -345.1% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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