+62.7%
TXG vs LTH
+234.6%
-171.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.2% | -0.6% | -2.9% |
| 7D | +1.8% | -4.6% | +6.4% | +3.9% |
| 30D | -17.7% | +14.8% | -32.5% | -22.8% |
| 3M | +2.3% | +3.9% | -1.6% | -0.2% |
| 6M | +182.5% | +35.5% | +147.0% | +138.9% |
| YTD | +262.4% | +71.3% | +191.0% | +168.2% |
| 1Y | +254.1% | +75.7% | +178.4% | +158.1% |
| All | +62.7% | +234.6% | -171.9% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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