+24.4%
TXG vs IBN
+174.5%
-150.1%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.5% | +7.2% | +5.8% |
| 7D | +9.4% | -2.2% | +11.6% | +10.3% |
| 30D | +26.1% | -2.3% | +28.4% | +27.1% |
| 3M | +124.8% | +15.9% | +108.9% | +110.8% |
| 6M | +215.2% | +5.6% | +209.6% | +207.5% |
| YTD | +302.2% | -0.1% | +302.3% | +299.6% |
| 1Y | +370.9% | -6.5% | +377.5% | +377.8% |
| 3Y | +38.5% | +29.3% | +9.2% | +20.9% |
| 5Y | -64.4% | +56.6% | -120.9% | -70.8% |
| All | +24.4% | +174.5% | -150.1% | -13.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling