+361.7%
TXG vs MDY
+17.9%
+343.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.2% |
| 7D | +1.8% | +0.1% | +1.7% | +1.6% |
| 30D | +32.0% | -1.5% | +33.5% | +36.7% |
| 3M | +87.0% | +0.8% | +86.3% | +85.9% |
| 6M | +180.1% | +7.4% | +172.6% | +146.1% |
| YTD | +284.1% | +15.2% | +268.9% | +189.0% |
| 1Y | +361.7% | +16.5% | +345.1% | +242.5% |
| All | +361.7% | +17.9% | +343.7% | +242.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 1y: compounded portfolio wealth divided by compounded MDY 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…
1y analysis · Full analysis span regression · 6 months rolling