+27.6%
TXG vs MDY
+106.1%
-78.6%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.6% | +3.9% |
| 7D | +9.1% | -0.8% | +9.9% | +10.1% |
| 30D | +14.9% | -3.9% | +18.8% | +20.7% |
| 3M | +120.0% | 0.0% | +120.0% | +121.5% |
| 6M | +221.8% | +8.5% | +213.3% | +195.5% |
| YTD | +312.6% | +13.2% | +299.4% | +261.3% |
| 1Y | +398.4% | +15.0% | +383.4% | +331.7% |
| 3Y | +42.1% | +49.6% | -7.5% | -1.1% |
| 5Y | -63.5% | +46.0% | -109.5% | -72.7% |
| All | +27.6% | +106.1% | -78.6% | -16.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling