+42.9%
TXG vs TDY
+46.9%
-4.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.2% | +2.1% | +2.3% |
| 7D | +9.5% | -1.1% | +10.6% | +10.4% |
| 30D | +18.8% | -12.0% | +30.8% | +31.8% |
| 3M | +136.1% | -3.2% | +139.3% | +140.5% |
| 6M | +235.2% | -7.9% | +243.1% | +255.5% |
| YTD | +320.5% | +18.2% | +302.3% | +249.1% |
| 1Y | +425.2% | +6.7% | +418.5% | +382.1% |
| 3Y | +42.9% | +47.5% | -4.7% | -10.9% |
| All | +42.9% | +46.9% | -4.0% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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