-63.5%
TXG vs RVTY
-34.2%
-29.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.5% | +5.1% | +5.2% |
| 7D | +9.1% | -5.4% | +14.6% | +15.4% |
| 30D | +14.9% | +6.7% | +8.1% | +7.1% |
| 3M | +120.0% | +19.0% | +101.0% | +82.9% |
| 6M | +221.8% | +34.6% | +187.2% | +132.2% |
| YTD | +312.6% | +28.3% | +284.3% | +211.8% |
| 1Y | +398.4% | +46.0% | +352.4% | +229.1% |
| 3Y | +42.1% | +16.9% | +25.2% | +19.4% |
| 5Y | -63.5% | -32.9% | -30.5% | -43.4% |
| All | -63.5% | -34.2% | -29.3% | -43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling