-59.4%
TXG vs TRU
-35.6%
-23.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.4% | +2.6% |
| 7D | +9.5% | -2.7% | +12.2% | +11.6% |
| 30D | +18.8% | -2.0% | +20.8% | +20.2% |
| 3M | +136.1% | +18.4% | +117.7% | +102.5% |
| 6M | +235.2% | +8.9% | +226.4% | +203.9% |
| YTD | +320.5% | -8.9% | +329.5% | +330.8% |
| 1Y | +425.2% | -15.9% | +441.1% | +466.2% |
| 3Y | +42.9% | -1.1% | +44.0% | +32.2% |
| All | -59.4% | -35.6% | -23.8% | -48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling