-58.7%
TXG vs JAAA
+29.3%
-88.0%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.5% |
| 7D | +9.1% | +0.1% | +9.0% | +8.9% |
| 30D | +14.9% | +0.5% | +14.4% | +13.5% |
| 3M | +120.0% | +1.2% | +118.7% | +112.8% |
| 6M | +221.8% | +2.7% | +219.1% | +199.4% |
| YTD | +312.6% | +3.2% | +309.4% | +278.7% |
| 1Y | +398.4% | +4.8% | +393.6% | +338.6% |
| 3Y | +42.1% | +19.0% | +23.1% | +4.3% |
| 5Y | -63.5% | +26.8% | -90.2% | -75.3% |
| All | -58.7% | +29.3% | -88.0% | -74.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling