+408.3%
TXG vs IBN
-7.6%
+415.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | +5.0% | -5.5% | +10.5% | +5.5% |
| 30D | +13.5% | -3.4% | +16.9% | +13.9% |
| 3M | +128.0% | +8.7% | +119.4% | +126.3% |
| 6M | +224.4% | +3.7% | +220.7% | +211.2% |
| YTD | +307.0% | -2.4% | +309.4% | +276.8% |
| All | +408.3% | -7.6% | +415.9% | +319.2% |
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