+30.0%
TXG vs TRU
+0.3%
+29.7%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.4% | +2.7% |
| 7D | +9.5% | -2.7% | +12.2% | +11.3% |
| 30D | +18.8% | -2.0% | +20.8% | +20.1% |
| 3M | +136.1% | +18.4% | +117.7% | +106.5% |
| 6M | +235.2% | +8.9% | +226.4% | +208.2% |
| YTD | +320.5% | -8.9% | +329.5% | +330.6% |
| 1Y | +425.2% | -15.9% | +441.1% | +462.3% |
| 3Y | +42.9% | -1.1% | +44.0% | +34.2% |
| 5Y | -62.8% | -35.2% | -27.6% | -57.3% |
| All | +30.0% | +0.3% | +29.7% | +25.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling