+17.6%
TXG vs SUI
+1.7%
+15.9%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.5% | -0.9% |
| 7D | -8.1% | -2.4% | -5.7% | -6.9% |
| 30D | -17.5% | +3.3% | -20.8% | -20.0% |
| 3M | +6.1% | +0.7% | +5.4% | +4.2% |
| 6M | +202.7% | -4.1% | +206.8% | +202.2% |
| YTD | +280.4% | -1.8% | +282.2% | +273.9% |
| 1Y | +274.0% | -4.1% | +278.1% | +273.0% |
| 3Y | +74.9% | +17.4% | +57.5% | +52.1% |
| 5Y | -63.0% | -27.0% | -36.0% | -58.8% |
| All | +17.6% | +1.7% | +15.9% | +21.4% |
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 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