+206.3%
MSCI vs TXG
+14.9%
+191.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +0.9% |
| 7D | -1.9% | -8.1% | +6.2% | -0.8% |
| 30D | +16.5% | -17.5% | +33.9% | +19.0% |
| 3M | +18.2% | +6.1% | +12.1% | +14.4% |
| 6M | +14.0% | +202.7% | -188.7% | -10.2% |
| YTD | +16.6% | +280.4% | -263.9% | -13.7% |
| 1Y | +14.8% | +274.0% | -259.2% | -15.2% |
| 3Y | +33.3% | +74.9% | -41.6% | +6.3% |
| 5Y | +9.1% | -63.0% | +72.1% | +13.6% |
| All | +206.3% | +14.9% | +191.4% | +133.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling