+19.4%
TXG vs DOC
+20.8%
-1.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | +0.5% |
| 7D | +1.8% | -1.5% | +3.3% | +3.0% |
| 30D | +32.0% | -4.8% | +36.8% | +36.9% |
| 3M | +87.0% | +6.9% | +80.1% | +75.8% |
| 6M | +180.1% | +20.7% | +159.3% | +134.8% |
| YTD | +284.1% | +34.1% | +250.0% | +191.4% |
| 1Y | +361.7% | +22.6% | +339.0% | +279.2% |
| All | +19.4% | +20.8% | -1.4% | +4.1% |
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