-64.4%
TXG vs RCAT
+192.8%
-257.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.9% | +0.8% | +4.2% |
| 7D | +9.4% | +5.4% | +4.0% | +8.7% |
| 30D | +26.1% | -5.6% | +31.7% | +26.7% |
| 3M | +124.8% | -30.2% | +155.0% | +132.8% |
| 6M | +215.2% | -43.4% | +258.6% | +228.9% |
| YTD | +302.2% | +9.6% | +292.6% | +286.8% |
| 1Y | +370.9% | -2.0% | +372.9% | +350.4% |
| 3Y | +38.5% | +825.0% | -786.5% | +5.5% |
| 5Y | -64.4% | +199.8% | -264.2% | -72.1% |
| All | -64.4% | +192.8% | -257.1% | -72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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