+60.2%
TXG vs RGEN
+15.2%
+45.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -2.1% |
| 7D | -1.8% | -3.3% | +1.4% | +0.8% |
| 30D | -20.4% | -5.8% | -14.6% | -15.7% |
| 3M | +0.1% | +0.2% | -0.1% | +2.6% |
| 6M | +176.2% | +56.8% | +119.4% | +104.2% |
| YTD | +256.8% | +2.4% | +254.4% | +253.5% |
| 1Y | +255.9% | +11.4% | +244.5% | +233.0% |
| 3Y | +60.2% | +15.2% | +45.1% | +35.8% |
| All | +60.2% | +15.2% | +45.0% | +35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling