+60.2%
TXG vs ALLE
+94.0%
-33.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -2.3% |
| 7D | -1.8% | +3.6% | -5.4% | -4.1% |
| 30D | -20.4% | +25.9% | -46.3% | -33.6% |
| 3M | +0.1% | +15.8% | -15.7% | -10.9% |
| 6M | +176.2% | +48.1% | +128.1% | +96.5% |
| YTD | +256.8% | +22.0% | +234.8% | +193.2% |
| 1Y | +255.9% | +18.0% | +237.9% | +201.5% |
| 3Y | +60.2% | +93.1% | -32.9% | -22.1% |
| All | +60.2% | +94.0% | -33.8% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 3y: compounded portfolio wealth divided by compounded ALLE 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…
3y analysis · Full analysis span regression · 6 months rolling