+427.2%
TXG vs WWD
+40.3%
+386.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.9% |
| 7D | +5.0% | -2.9% | +7.9% | +5.9% |
| 30D | +13.5% | -6.6% | +20.1% | +15.6% |
| 3M | +128.0% | -9.3% | +137.3% | +133.8% |
| 6M | +224.4% | -13.6% | +238.0% | +237.1% |
| YTD | +307.0% | +10.4% | +296.6% | +297.4% |
| 1Y | +427.2% | +39.9% | +387.4% | +330.6% |
| All | +427.2% | +40.3% | +386.9% | +330.6% |
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