-59.4%
TXG vs WWD
+184.1%
-243.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.4% | +2.0% | +2.6% |
| 7D | +9.5% | -2.6% | +12.1% | +11.1% |
| 30D | +18.8% | -6.9% | +25.7% | +23.2% |
| 3M | +136.1% | -13.0% | +149.2% | +152.9% |
| 6M | +235.2% | -12.5% | +247.7% | +255.5% |
| YTD | +320.5% | +11.8% | +308.7% | +278.9% |
| 1Y | +425.2% | +41.1% | +384.1% | +300.9% |
| 3Y | +42.9% | +163.1% | -120.2% | -31.7% |
| All | -59.4% | +184.1% | -243.5% | -84.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling