+38.3%
TXG vs JAAA
+18.9%
+19.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.3% | -1.2% |
| 7D | +5.0% | +0.1% | +4.9% | +4.5% |
| 30D | +13.5% | +0.4% | +13.1% | +10.6% |
| 3M | +128.0% | +1.2% | +126.8% | +112.3% |
| 6M | +224.4% | +2.7% | +221.8% | +176.8% |
| YTD | +307.0% | +3.2% | +303.8% | +235.3% |
| 1Y | +427.2% | +4.8% | +422.4% | +290.4% |
| All | +38.3% | +18.9% | +19.4% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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