-59.4%
TXG vs MDY
+46.3%
-105.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.5% | +1.7% |
| 7D | +9.5% | -1.9% | +11.3% | +13.5% |
| 30D | +18.8% | -4.6% | +23.4% | +30.4% |
| 3M | +136.1% | -1.2% | +137.3% | +144.0% |
| 6M | +235.2% | +9.2% | +226.0% | +186.9% |
| YTD | +320.5% | +13.1% | +307.5% | +237.2% |
| 1Y | +425.2% | +13.0% | +412.2% | +324.7% |
| 3Y | +42.9% | +49.2% | -6.3% | -27.8% |
| All | -59.4% | +46.3% | -105.7% | -77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling