+38.3%
TXG vs MDY
+47.3%
-9.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.4% | +0.6% |
| 7D | +5.0% | -2.5% | +7.5% | +10.4% |
| 30D | +13.5% | -5.0% | +18.6% | +26.1% |
| 3M | +128.0% | +0.5% | +127.6% | +127.3% |
| 6M | +224.4% | +8.0% | +216.4% | +182.4% |
| YTD | +307.0% | +12.2% | +294.8% | +228.9% |
| 1Y | +427.2% | +14.0% | +413.3% | +315.4% |
| All | +38.3% | +47.3% | -9.0% | -35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling