+24.9%
TXG vs SUI
+13.6%
+11.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | +1.8% | -2.8% | +4.6% | +3.3% |
| 30D | +32.0% | -1.2% | +33.2% | +32.6% |
| 3M | +87.0% | -1.7% | +88.8% | +86.5% |
| 6M | +180.1% | -10.5% | +190.5% | +195.9% |
| YTD | +284.1% | -1.8% | +286.0% | +281.9% |
| 1Y | +361.7% | -4.1% | +365.8% | +366.3% |
| All | +24.9% | +13.6% | +11.3% | +5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling