+405.4%
TXG vs BWA
+17.4%
+388.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.5% | +5.9% | +4.0% |
| 7D | -19.3% | -9.9% | -9.4% | -17.5% |
| 30D | -30.9% | -16.4% | -14.6% | -28.6% |
| 3M | +41.1% | -19.8% | +60.9% | +47.1% |
| 6M | +211.9% | -10.0% | +221.8% | +218.7% |
| YTD | +314.0% | +12.7% | +301.2% | +294.4% |
| 1Y | +405.4% | +15.7% | +389.7% | +383.4% |
| All | +405.4% | +17.4% | +388.0% | +383.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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