+361.7%
TXG vs WWD
+41.9%
+319.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.2% |
| 7D | +1.8% | +1.3% | +0.5% | +1.4% |
| 30D | +32.0% | -7.2% | +39.2% | +35.0% |
| 3M | +87.0% | -3.8% | +90.9% | +88.3% |
| 6M | +180.1% | -9.9% | +190.0% | +187.3% |
| YTD | +284.1% | +14.8% | +269.3% | +270.1% |
| 1Y | +361.7% | +42.1% | +319.6% | +291.2% |
| All | +361.7% | +41.9% | +319.8% | +291.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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