-53.2%
TEAM vs TXG
-63.6%
+10.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.8% | -0.1% |
| 7D | -4.7% | +9.1% | -13.8% | -7.5% |
| 30D | +17.0% | +14.9% | +2.1% | +11.4% |
| 3M | +85.9% | +120.0% | -34.1% | +40.9% |
| 6M | +116.7% | +221.8% | -105.2% | +40.9% |
| YTD | +9.6% | +312.6% | -302.9% | -35.3% |
| 1Y | -2.5% | +398.4% | -401.0% | -48.0% |
| 3Y | -14.0% | +42.1% | -56.1% | -32.9% |
| All | -53.2% | -63.6% | +10.3% | -47.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling