+17.6%
TXG vs RBA
+181.8%
-164.1%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | -8.1% | +0.6% | -8.7% | -8.3% |
| 30D | -17.5% | +9.0% | -26.4% | -21.4% |
| 3M | +6.1% | +7.2% | -1.1% | +1.7% |
| 6M | +202.7% | -7.8% | +210.4% | +209.4% |
| YTD | +280.4% | -6.4% | +286.8% | +286.1% |
| 1Y | +274.0% | -4.2% | +278.2% | +274.0% |
| 3Y | +74.9% | +64.1% | +10.8% | +36.8% |
| 5Y | -63.0% | +48.4% | -111.4% | -70.7% |
| All | +17.6% | +181.8% | -164.1% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling