+425.2%
TXG vs BTG
+25.2%
+400.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.4% | +3.0% | +3.2% |
| 7D | +9.5% | -3.8% | +13.2% | +11.0% |
| 30D | +18.8% | +3.6% | +15.1% | +17.1% |
| 3M | +136.1% | +32.0% | +104.1% | +112.1% |
| 6M | +235.2% | +3.4% | +231.9% | +220.9% |
| YTD | +320.5% | +20.8% | +299.8% | +277.7% |
| 1Y | +425.2% | +22.4% | +402.8% | +361.1% |
| All | +425.2% | +25.2% | +400.0% | +361.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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