+19.0%
MSCI vs TXG
+406.9%
-387.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.4% | +2.0% | +5.5% |
| 7D | +11.5% | -19.3% | +30.7% | +11.0% |
| 30D | +22.1% | -30.9% | +53.0% | +21.3% |
| 3M | +18.4% | +41.1% | -22.7% | +19.0% |
| 6M | +16.6% | +211.9% | -195.2% | +15.4% |
| YTD | +18.8% | +314.0% | -295.1% | +17.0% |
| 1Y | +19.0% | +405.4% | -386.4% | +17.2% |
| All | +19.0% | +406.9% | -387.9% | +17.2% |
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