+24.4%
TXG vs TRU
+0.2%
+24.1%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.8% | +7.5% | +6.5% |
| 7D | +9.4% | -7.2% | +16.6% | +14.4% |
| 30D | +26.1% | -2.8% | +28.9% | +28.0% |
| 3M | +124.8% | +13.0% | +111.8% | +103.0% |
| 6M | +215.2% | +0.7% | +214.6% | +205.2% |
| YTD | +302.2% | -9.0% | +311.2% | +312.0% |
| 1Y | +370.9% | -16.3% | +387.2% | +406.5% |
| 3Y | +38.5% | -1.1% | +39.6% | +30.1% |
| 5Y | -64.4% | -36.0% | -28.4% | -58.8% |
| All | +24.4% | +0.2% | +24.1% | +20.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling