-30.7%
HDB vs TXG
+41.0%
-71.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.4% | -1.9% |
| 7D | -4.9% | +9.1% | -14.0% | -5.3% |
| 30D | -5.8% | +14.9% | -20.7% | -6.6% |
| 3M | -5.2% | +120.0% | -125.2% | -9.8% |
| 6M | -25.7% | +221.8% | -247.5% | -30.8% |
| YTD | -39.6% | +312.6% | -352.1% | -44.4% |
| 1Y | -36.9% | +398.4% | -435.4% | -42.8% |
| All | -30.7% | +41.0% | -71.7% | -28.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling