+425.2%
TXG vs WCC
+66.3%
+358.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.6% | -0.3% | +1.5% |
| 7D | +9.5% | +1.4% | +8.1% | +8.7% |
| 30D | +18.8% | -2.3% | +21.0% | +20.0% |
| 3M | +136.1% | +3.7% | +132.4% | +129.0% |
| 6M | +235.2% | +34.8% | +200.5% | +178.2% |
| YTD | +320.5% | +46.1% | +274.4% | +228.9% |
| 1Y | +425.2% | +62.7% | +362.4% | +278.4% |
| All | +425.2% | +66.3% | +358.9% | +278.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling