+18.8%
TXG vs WU
-51.3%
+70.1%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.5% |
| 7D | +1.8% | -0.8% | +2.6% | +2.1% |
| 30D | +32.0% | -1.1% | +33.1% | +32.3% |
| 3M | +87.0% | -3.9% | +90.9% | +86.9% |
| 6M | +180.1% | -20.7% | +200.7% | +201.0% |
| YTD | +284.1% | -18.4% | +302.5% | +307.2% |
| 1Y | +361.7% | -8.1% | +369.7% | +358.7% |
| 3Y | +15.9% | -24.2% | +40.1% | +25.0% |
| 5Y | -66.2% | -50.4% | -15.7% | -60.4% |
| All | +18.8% | -51.3% | +70.1% | +29.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling