+38.3%
TXG vs ZCMD
-100.0%
+138.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.4% | -1.3% |
| 7D | +5.0% | -2.0% | +7.0% | +5.0% |
| 30D | +13.5% | -19.8% | +33.3% | +13.8% |
| 3M | +128.0% | -62.1% | +190.1% | +125.3% |
| 6M | +224.4% | -99.5% | +323.9% | +245.2% |
| YTD | +307.0% | -99.7% | +406.7% | +345.3% |
| 1Y | +427.2% | -99.9% | +527.1% | +495.8% |
| All | +38.3% | -100.0% | +138.3% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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