-63.5%
TXG vs BAH
-3.7%
-59.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.5% |
| 7D | +9.1% | -1.3% | +10.5% | +9.6% |
| 30D | +14.9% | -6.6% | +21.5% | +17.6% |
| 3M | +120.0% | -7.2% | +127.1% | +124.4% |
| 6M | +221.8% | -10.0% | +231.8% | +230.6% |
| YTD | +312.6% | -12.5% | +325.0% | +321.8% |
| 1Y | +398.4% | -27.9% | +426.4% | +449.6% |
| 3Y | +42.1% | -31.4% | +73.5% | +54.6% |
| 5Y | -63.5% | -3.2% | -60.2% | -68.4% |
| All | -63.5% | -3.7% | -59.8% | -68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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