+425.2%
TXG vs BUD
+34.7%
+390.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.7% | +2.6% | +3.2% |
| 7D | +9.5% | -2.6% | +12.1% | +9.8% |
| 30D | +18.8% | -1.2% | +20.0% | +18.8% |
| 3M | +136.1% | -4.9% | +141.0% | +137.3% |
| 6M | +235.2% | +9.3% | +226.0% | +218.5% |
| YTD | +320.5% | +24.0% | +296.6% | +305.9% |
| 1Y | +425.2% | +34.5% | +390.7% | +423.3% |
| All | +425.2% | +34.7% | +390.5% | +423.3% |
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