+40.2%
TXG vs MTB
+112.6%
-72.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.7% |
| 7D | +9.1% | +1.1% | +8.1% | +8.3% |
| 30D | +14.9% | -4.6% | +19.5% | +18.5% |
| 3M | +120.0% | +6.3% | +113.7% | +107.1% |
| 6M | +221.8% | +15.6% | +206.2% | +183.6% |
| YTD | +312.6% | +20.6% | +292.0% | +249.3% |
| 1Y | +398.4% | +22.5% | +375.9% | +314.3% |
| All | +40.2% | +112.6% | -72.4% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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