+405.4%
TXG vs IBN
+4.2%
+401.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.8% | -0.3% | +3.1% |
| 7D | -19.3% | +8.9% | -28.2% | -19.9% |
| 30D | -30.9% | +12.6% | -43.6% | -32.4% |
| 3M | +41.1% | +3.1% | +38.0% | +42.3% |
| 6M | +211.9% | +20.6% | +191.3% | +192.0% |
| YTD | +314.0% | +5.8% | +308.2% | +275.3% |
| 1Y | +405.4% | +3.7% | +401.7% | +365.6% |
| All | +405.4% | +4.2% | +401.2% | +365.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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