-30.4%
TRMB vs TXG
+453.6%
-484.0%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.3% | -1.9% | +1.1% |
| 7D | -3.0% | +9.5% | -12.5% | -4.0% |
| 30D | +2.3% | +18.8% | -16.4% | +0.3% |
| 3M | +15.3% | +136.1% | -120.8% | +2.6% |
| 6M | -14.7% | +235.2% | -249.9% | -28.5% |
| YTD | -26.4% | +320.5% | -346.9% | -40.5% |
| 1Y | -30.4% | +425.2% | -455.6% | -46.0% |
| All | -30.4% | +453.6% | -484.0% | -46.0% |
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 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