-63.2%
TXG vs BWA
+27.4%
-90.6%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -1.8% | +4.3% | -6.1% | -4.4% |
| 30D | -20.4% | -13.0% | -7.4% | -12.2% |
| 3M | +0.1% | -24.8% | +24.9% | +19.3% |
| 6M | +176.2% | -23.5% | +199.7% | +222.3% |
| YTD | +256.8% | +13.8% | +242.9% | +192.5% |
| 1Y | +255.9% | +13.4% | +242.5% | +190.9% |
| 3Y | +60.2% | +62.8% | -2.5% | -3.5% |
| All | -63.2% | +27.4% | -90.6% | -77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling