-64.0%
TXG vs WCN
+25.5%
-89.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.2% | -0.7% |
| 7D | +5.0% | -4.4% | +9.4% | +7.7% |
| 30D | +13.5% | -4.4% | +18.0% | +16.5% |
| 3M | +128.0% | +0.5% | +127.6% | +124.0% |
| 6M | +224.4% | -3.3% | +227.7% | +223.5% |
| YTD | +307.0% | -8.5% | +315.5% | +322.2% |
| 1Y | +427.2% | -8.9% | +436.2% | +445.0% |
| 3Y | +40.2% | +18.0% | +22.1% | +5.6% |
| 5Y | -64.0% | +25.0% | -89.1% | -76.5% |
| All | -64.0% | +25.5% | -89.5% | -76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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