-64.4%
TXG vs RBA
+44.6%
-109.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.0% | +6.7% | +5.8% |
| 7D | +9.4% | -1.1% | +10.4% | +9.9% |
| 30D | +26.1% | -13.2% | +39.3% | +36.0% |
| 3M | +124.8% | -21.4% | +146.2% | +153.4% |
| 6M | +215.2% | -20.9% | +236.1% | +253.5% |
| YTD | +302.2% | -19.9% | +322.1% | +347.7% |
| 1Y | +370.9% | -28.7% | +399.6% | +458.6% |
| 3Y | +38.5% | +27.4% | +11.1% | +19.8% |
| 5Y | -64.4% | +41.7% | -106.1% | -72.3% |
| All | -64.4% | +44.6% | -109.0% | -72.3% |
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