+40.2%
TXG vs RVTY
+16.6%
+23.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.5% | +5.1% | +5.1% |
| 7D | +9.1% | -5.4% | +14.6% | +15.1% |
| 30D | +14.9% | +6.7% | +8.1% | +7.4% |
| 3M | +120.0% | +19.0% | +101.0% | +84.5% |
| 6M | +221.8% | +34.6% | +187.2% | +135.8% |
| YTD | +312.6% | +28.3% | +284.3% | +216.0% |
| 1Y | +398.4% | +46.0% | +352.4% | +235.6% |
| All | +40.2% | +16.6% | +23.6% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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