+12.0%
TXG vs SUI
+1.0%
+11.1%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.7% | -4.0% | -4.4% |
| 7D | +1.8% | -3.8% | +5.6% | +4.0% |
| 30D | -17.7% | +3.9% | -21.6% | -20.5% |
| 3M | +2.3% | +0.2% | +2.1% | +0.8% |
| 6M | +182.5% | -4.2% | +186.7% | +182.0% |
| YTD | +262.4% | -2.5% | +264.9% | +257.6% |
| 1Y | +254.1% | -4.0% | +258.1% | +253.0% |
| 3Y | +66.6% | +16.5% | +50.0% | +45.4% |
| 5Y | -64.5% | -27.2% | -37.3% | -60.4% |
| All | +12.0% | +1.0% | +11.1% | +16.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling