+50.2%
TXG vs DOC
+43.2%
+7.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -0.2% | -13.8% | -13.9% |
| 7D | -28.8% | +6.2% | -35.0% | -31.6% |
| 30D | -28.0% | +6.5% | -34.5% | -31.4% |
| 3M | +22.3% | -6.2% | +28.6% | +26.9% |
| 6M | +163.8% | +25.6% | +138.2% | +112.8% |
| YTD | +256.0% | +32.1% | +223.9% | +174.0% |
| 1Y | +330.4% | +20.3% | +310.1% | +259.7% |
| All | +50.2% | +43.2% | +7.1% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling