+77.3%
TXG vs RBA
+51.9%
+25.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.5% |
| 7D | -3.7% | +3.2% | -6.9% | -5.3% |
| 30D | -22.0% | +12.0% | -34.0% | -27.7% |
| 3M | +7.4% | +2.9% | +4.5% | +4.8% |
| 6M | +191.2% | -6.3% | +197.5% | +195.1% |
| YTD | +285.7% | -5.9% | +291.5% | +288.6% |
| 1Y | +268.3% | -3.9% | +272.2% | +264.1% |
| 3Y | +77.3% | +64.9% | +12.4% | +27.0% |
| All | +77.3% | +51.9% | +25.4% | +27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling