+10.3%
TXG vs BUD
-2.6%
+12.9%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.7% | -1.9% |
| 7D | -1.8% | +1.0% | -2.9% | -2.2% |
| 30D | -20.4% | +6.7% | -27.1% | -22.9% |
| 3M | +0.1% | +5.7% | -5.6% | -3.0% |
| 6M | +176.2% | +5.8% | +170.4% | +165.9% |
| YTD | +256.8% | +34.4% | +222.4% | +210.9% |
| 1Y | +255.9% | +33.3% | +222.6% | +210.8% |
| 3Y | +60.2% | +48.8% | +11.4% | +33.0% |
| 5Y | -65.1% | +52.5% | -117.6% | -71.6% |
| All | +10.3% | -2.6% | +12.9% | +49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling