+15.5%
MSCI vs TXG
+300.4%
-284.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.3% | +4.9% | +1.6% |
| 7D | +2.7% | -3.7% | +6.3% | +2.7% |
| 30D | +16.2% | -22.0% | +38.2% | +15.8% |
| 3M | +17.1% | +7.4% | +9.7% | +17.2% |
| 6M | +13.0% | +191.2% | -178.2% | +10.8% |
| YTD | +15.8% | +285.7% | -269.9% | +12.4% |
| 1Y | +15.5% | +268.3% | -252.8% | +11.8% |
| All | +15.5% | +300.4% | -284.9% | +11.8% |
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