+23.3%
TXG vs RVTY
+87.1%
-63.8%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +3.6% | +6.1% | +6.2% |
| 7D | +5.5% | +6.0% | -0.5% | +0.1% |
| 30D | -19.3% | +4.3% | -23.6% | -21.6% |
| 3M | +25.0% | +40.2% | -15.2% | -8.2% |
| 6M | +201.2% | +59.3% | +141.9% | +94.7% |
| YTD | +298.8% | +66.5% | +232.3% | +145.3% |
| 1Y | +326.6% | +77.5% | +249.1% | +145.5% |
| 3Y | +78.3% | +92.5% | -14.2% | -0.3% |
| 5Y | -61.3% | -6.8% | -54.5% | -58.4% |
| All | +23.3% | +87.1% | -63.8% | -24.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling