+40.2%
TXG vs WWD
+167.9%
-127.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.8% |
| 7D | +9.1% | +0.6% | +8.5% | +8.7% |
| 30D | +14.9% | -5.1% | +20.0% | +17.3% |
| 3M | +120.0% | -11.2% | +131.2% | +130.7% |
| 6M | +221.8% | -12.0% | +233.8% | +237.8% |
| YTD | +312.6% | +12.0% | +300.6% | +277.0% |
| 1Y | +398.4% | +42.8% | +355.6% | +288.8% |
| All | +40.2% | +167.9% | -127.7% | -27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling