-64.5%
TXG vs RVTY
-11.6%
-53.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.8% | -4.0% | -3.9% |
| 7D | +1.8% | +4.1% | -2.3% | -2.3% |
| 30D | -17.7% | +1.3% | -19.0% | -17.6% |
| 3M | +2.3% | +33.3% | -30.9% | -23.2% |
| 6M | +182.5% | +58.3% | +124.2% | +75.5% |
| YTD | +262.4% | +62.7% | +199.7% | +116.1% |
| 1Y | +254.1% | +67.2% | +186.9% | +103.7% |
| 3Y | +66.6% | +87.3% | -20.7% | -12.7% |
| 5Y | -64.5% | -13.4% | -51.1% | -58.3% |
| All | -64.5% | -11.6% | -53.0% | -58.3% |
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