+30.0%
TXG vs UUUU
+531.7%
-501.7%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.0% | +8.3% | +4.5% |
| 7D | +9.5% | -10.5% | +20.0% | +12.2% |
| 30D | +18.8% | -10.5% | +29.3% | +21.5% |
| 3M | +136.1% | -14.1% | +150.2% | +143.8% |
| 6M | +235.2% | -35.5% | +270.7% | +262.7% |
| YTD | +320.5% | -10.9% | +331.5% | +311.5% |
| 1Y | +425.2% | +3.4% | +421.8% | +371.6% |
| 3Y | +42.9% | +73.1% | -30.2% | +1.4% |
| 5Y | -62.8% | +87.1% | -150.0% | -75.3% |
| All | +30.0% | +531.7% | -501.7% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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