+12.4%
TXG vs SUI
+3.5%
+8.9%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.6% | +2.9% |
| 7D | -15.4% | +6.2% | -21.7% | -18.5% |
| 30D | -22.1% | +8.6% | -30.7% | -26.5% |
| 3M | +30.0% | +1.0% | +29.0% | +27.4% |
| 6M | +160.7% | -2.6% | +163.3% | +158.0% |
| YTD | +263.5% | -0.1% | +263.6% | +253.9% |
| 1Y | +356.0% | +0.5% | +355.5% | +343.1% |
| 3Y | +53.4% | +15.3% | +38.1% | +35.0% |
| 5Y | -66.7% | -26.1% | -40.5% | -63.2% |
| All | +12.4% | +3.5% | +8.9% | +14.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling