-1.7%
IP vs TXG
+314.1%
-315.8%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.7% | -6.8% | +2.0% |
| 7D | -3.0% | +5.5% | -8.6% | -3.5% |
| 30D | +10.6% | -19.3% | +30.0% | +12.2% |
| 3M | -13.6% | +25.0% | -38.6% | -17.3% |
| 6M | +10.4% | +201.2% | -190.7% | -4.7% |
| YTD | -6.5% | +298.8% | -305.3% | -20.9% |
| All | -1.7% | +314.1% | -315.8% | -16.8% |
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