+425.2%
TXG vs NTRS
+51.4%
+373.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.3% | +2.7% |
| 7D | +9.5% | +1.4% | +8.1% | +8.5% |
| 30D | +18.8% | -0.7% | +19.4% | +19.0% |
| 3M | +136.1% | +11.3% | +124.8% | +118.7% |
| 6M | +235.2% | +35.5% | +199.7% | +164.4% |
| YTD | +320.5% | +40.6% | +279.9% | +221.5% |
| 1Y | +425.2% | +49.2% | +376.0% | +274.5% |
| All | +425.2% | +51.4% | +373.8% | +274.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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