+405.4%
TXG vs BUD
+38.4%
+367.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.1% | +0.3% | +3.7% |
| 7D | -19.3% | +3.3% | -22.6% | -18.9% |
| 30D | -30.9% | +11.8% | -42.7% | -31.6% |
| 3M | +41.1% | -1.1% | +42.2% | +42.3% |
| 6M | +211.9% | +14.9% | +197.0% | +195.6% |
| YTD | +314.0% | +32.6% | +281.4% | +289.9% |
| 1Y | +405.4% | +37.2% | +368.2% | +370.5% |
| All | +405.4% | +38.4% | +367.0% | +370.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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