-67.2%
TXG vs DOC
-24.5%
-42.7%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | +0.6% |
| 7D | +1.8% | -1.5% | +3.3% | +3.1% |
| 30D | +32.0% | -4.8% | +36.8% | +37.5% |
| 3M | +87.0% | +6.9% | +80.1% | +74.9% |
| 6M | +180.1% | +20.7% | +159.3% | +130.6% |
| YTD | +284.1% | +34.1% | +250.0% | +185.8% |
| 1Y | +361.7% | +22.6% | +339.0% | +272.7% |
| 3Y | +15.9% | +20.8% | -4.9% | -4.6% |
| All | -67.2% | -24.5% | -42.7% | -64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling