-59.4%
TXG vs DTE
+30.3%
-89.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.3% | +4.6% | +4.0% |
| 7D | +9.5% | -2.6% | +12.1% | +10.9% |
| 30D | +18.8% | -4.4% | +23.2% | +21.3% |
| 3M | +136.1% | -8.3% | +144.4% | +144.5% |
| 6M | +235.2% | -8.1% | +243.3% | +245.3% |
| YTD | +320.5% | +4.4% | +316.1% | +299.3% |
| 1Y | +425.2% | +0.2% | +425.0% | +411.4% |
| 3Y | +42.9% | +42.6% | +0.3% | +7.6% |
| All | -59.4% | +30.3% | -89.7% | -63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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