-64.0%
TXG vs RGEN
-44.2%
-19.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.1% | -1.2% |
| 7D | +5.0% | -2.9% | +7.9% | +7.1% |
| 30D | +13.5% | -0.1% | +13.6% | +13.8% |
| 3M | +128.0% | +25.9% | +102.1% | +93.5% |
| 6M | +224.4% | +35.2% | +189.2% | +161.5% |
| YTD | +307.0% | +0.5% | +306.5% | +299.4% |
| 1Y | +427.2% | +37.0% | +390.3% | +320.0% |
| 3Y | +40.2% | +2.0% | +38.1% | +28.4% |
| 5Y | -64.0% | -44.2% | -19.8% | -61.7% |
| All | -64.0% | -44.2% | -19.8% | -61.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling