+361.7%
TXG vs SUI
-2.0%
+363.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +1.8% | -2.8% | +4.6% | +2.3% |
| 30D | +32.0% | -1.2% | +33.2% | +32.2% |
| 3M | +87.0% | -1.7% | +88.8% | +85.7% |
| 6M | +180.1% | -10.5% | +190.5% | +196.3% |
| YTD | +284.1% | -1.8% | +286.0% | +279.9% |
| 1Y | +361.7% | -4.1% | +365.8% | +370.1% |
| All | +361.7% | -2.0% | +363.7% | +370.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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