+361.7%
TXG vs TRU
-7.3%
+369.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.9% | +5.0% | +1.6% |
| 7D | +1.8% | -6.8% | +8.6% | +4.8% |
| 30D | +32.0% | 0.0% | +32.0% | +31.9% |
| 3M | +87.0% | +13.3% | +73.7% | +74.0% |
| 6M | +180.1% | +3.4% | +176.6% | +170.8% |
| YTD | +284.1% | -6.4% | +290.5% | +285.1% |
| 1Y | +361.7% | -9.7% | +371.4% | +344.6% |
| All | +361.7% | -7.3% | +369.0% | +344.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling