+12.0%
TXG vs RBA
+177.6%
-165.6%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.5% | -3.3% | -4.0% |
| 7D | +1.8% | -0.5% | +2.3% | +2.2% |
| 30D | -17.7% | +6.8% | -24.5% | -20.8% |
| 3M | +2.3% | +9.5% | -7.1% | -2.9% |
| 6M | +182.5% | -8.2% | +190.7% | +189.5% |
| YTD | +262.4% | -7.7% | +270.1% | +270.6% |
| 1Y | +254.1% | -6.9% | +261.0% | +259.3% |
| 3Y | +66.6% | +61.6% | +4.9% | +31.3% |
| 5Y | -64.5% | +44.7% | -109.2% | -71.6% |
| All | +12.0% | +177.6% | -165.6% | -22.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling