+18.8%
TXG vs SUI
+1.7%
+17.1%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | +1.8% | -2.8% | +4.6% | +3.4% |
| 30D | +32.0% | -1.2% | +33.2% | +32.6% |
| 3M | +87.0% | -1.7% | +88.8% | +86.7% |
| 6M | +180.1% | -10.5% | +190.5% | +195.5% |
| YTD | +284.1% | -1.8% | +286.0% | +282.4% |
| 1Y | +361.7% | -4.1% | +365.8% | +366.6% |
| 3Y | +15.9% | +11.3% | +4.7% | +5.4% |
| 5Y | -66.2% | -32.1% | -34.1% | -61.0% |
| All | +18.8% | +1.7% | +17.1% | +24.2% |
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