-62.3%
TXG vs RBA
+48.5%
-110.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.5% |
| 7D | -3.7% | +3.2% | -6.9% | -5.2% |
| 30D | -22.0% | +12.0% | -34.0% | -27.4% |
| 3M | +7.4% | +2.9% | +4.5% | +4.7% |
| 6M | +191.2% | -6.3% | +197.5% | +195.3% |
| YTD | +285.7% | -5.9% | +291.5% | +290.1% |
| 1Y | +268.3% | -3.9% | +272.2% | +266.5% |
| 3Y | +77.3% | +64.9% | +12.4% | +32.1% |
| 5Y | -62.3% | +48.5% | -110.8% | -70.7% |
| All | -62.3% | +48.5% | -110.8% | -70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling