+10.3%
TXG vs RGEN
+109.8%
-99.5%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -2.0% |
| 7D | -1.8% | -3.3% | +1.4% | +0.6% |
| 30D | -20.4% | -5.8% | -14.6% | -16.2% |
| 3M | +0.1% | +0.2% | -0.1% | +2.3% |
| 6M | +176.2% | +56.8% | +119.4% | +109.0% |
| YTD | +256.8% | +2.4% | +254.4% | +253.9% |
| 1Y | +255.9% | +11.4% | +244.5% | +234.9% |
| 3Y | +60.2% | +15.2% | +45.1% | +41.7% |
| 5Y | -65.1% | -35.1% | -30.0% | -59.4% |
| All | +10.3% | +109.8% | -99.5% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling