+18.8%
TXG vs RBA
+146.0%
-127.3%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.1% |
| 7D | +1.8% | -2.9% | +4.7% | +3.3% |
| 30D | +32.0% | -12.3% | +44.3% | +40.7% |
| 3M | +87.0% | -20.5% | +107.5% | +107.4% |
| 6M | +180.1% | -18.5% | +198.6% | +206.2% |
| YTD | +284.1% | -18.2% | +302.3% | +319.7% |
| 1Y | +361.7% | -27.5% | +389.2% | +434.1% |
| 3Y | +15.9% | +38.1% | -22.2% | -1.1% |
| 5Y | -66.2% | +44.8% | -111.0% | -72.4% |
| All | +18.8% | +146.0% | -127.3% | -12.2% |
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 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