+255.9%
TXG vs DOC
+21.6%
+234.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -1.8% | -0.9% | -1.0% | -1.6% |
| 30D | -20.4% | +7.7% | -28.1% | -21.6% |
| 3M | +0.1% | -2.0% | +2.1% | +1.5% |
| 6M | +176.2% | +5.9% | +170.3% | +169.6% |
| YTD | +256.8% | +31.8% | +224.9% | +207.8% |
| 1Y | +255.9% | +22.5% | +233.4% | +215.9% |
| All | +255.9% | +21.6% | +234.3% | +215.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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