-6.7%
IP vs TXG
+256.0%
-262.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.8% | +2.7% | -1.6% |
| 7D | -0.9% | +1.8% | -2.7% | -1.0% |
| 30D | +6.7% | -17.7% | +24.4% | +8.0% |
| 3M | -16.6% | +2.3% | -18.9% | -18.5% |
| 6M | +6.0% | +182.5% | -176.5% | -8.2% |
| YTD | -10.7% | +262.4% | -273.0% | -24.2% |
| 1Y | -6.7% | +254.1% | -260.8% | -20.8% |
| All | -6.7% | +256.0% | -262.7% | -20.8% |
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