+425.2%
TXG vs WU
-9.1%
+434.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.6% | +2.7% | +3.3% |
| 7D | +9.5% | -3.5% | +13.0% | +9.6% |
| 30D | +18.8% | -2.9% | +21.7% | +18.8% |
| 3M | +136.1% | -2.3% | +138.4% | +135.4% |
| 6M | +235.2% | -25.4% | +260.6% | +227.4% |
| YTD | +320.5% | -21.2% | +341.7% | +318.0% |
| 1Y | +425.2% | -8.9% | +434.1% | +430.2% |
| All | +425.2% | -9.1% | +434.3% | +430.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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