+405.4%
TXG vs SONY
-6.4%
+411.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.2% | +1.2% | +3.1% |
| 7D | -19.3% | +2.9% | -22.1% | -19.5% |
| 30D | -30.9% | +10.2% | -41.2% | -32.3% |
| 3M | +41.1% | +16.1% | +25.0% | +35.4% |
| 6M | +211.9% | +32.1% | +179.7% | +176.5% |
| YTD | +314.0% | +1.4% | +312.6% | +285.4% |
| 1Y | +405.4% | -7.0% | +412.4% | +382.7% |
| All | +405.4% | -6.4% | +411.8% | +382.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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