+38.3%
TXG vs IBN
+25.1%
+13.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.1% |
| 7D | +5.0% | -5.5% | +10.5% | +7.3% |
| 30D | +13.5% | -3.4% | +16.9% | +14.9% |
| 3M | +128.0% | +8.7% | +119.4% | +119.7% |
| 6M | +224.4% | +3.7% | +220.7% | +217.7% |
| YTD | +307.0% | -2.4% | +309.4% | +304.5% |
| 1Y | +427.2% | -8.1% | +435.3% | +430.7% |
| All | +38.3% | +25.1% | +13.2% | +11.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling