+25.8%
TXG vs UUUU
+564.9%
-539.0%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.3% | +5.0% | +0.1% |
| 7D | +5.0% | -5.0% | +10.0% | +6.2% |
| 30D | +13.5% | -7.8% | +21.3% | +15.4% |
| 3M | +128.0% | -0.4% | +128.5% | +127.7% |
| 6M | +224.4% | -32.9% | +257.3% | +248.1% |
| YTD | +307.0% | -6.3% | +313.2% | +293.9% |
| 1Y | +427.2% | +7.9% | +419.3% | +369.2% |
| 3Y | +40.2% | +85.2% | -45.0% | -2.0% |
| 5Y | -64.0% | +97.0% | -161.0% | -76.3% |
| All | +25.8% | +564.9% | -539.0% | -41.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling