+53.4%
TXG vs SUI
+15.1%
+38.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.6% | +2.6% |
| 7D | -15.4% | +6.2% | -21.7% | -17.6% |
| 30D | -22.1% | +8.6% | -30.7% | -25.6% |
| 3M | +30.0% | +1.0% | +29.0% | +28.3% |
| 6M | +160.7% | -2.6% | +163.3% | +159.7% |
| YTD | +263.5% | -0.1% | +263.6% | +256.0% |
| 1Y | +356.0% | +0.5% | +355.5% | +345.7% |
| 3Y | +53.4% | +15.3% | +38.1% | +28.3% |
| All | +53.4% | +15.1% | +38.2% | +28.3% |
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