-63.4%
ADBE vs TXT
+14.4%
-77.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -1.9% | -0.9% |
| 7D | -3.8% | -1.1% | -2.8% | -3.5% |
| 30D | -2.3% | +17.1% | -19.4% | -8.7% |
| 3M | -13.3% | -2.6% | -10.6% | -12.7% |
| 6M | -6.5% | -4.6% | -1.9% | -6.1% |
| YTD | -32.4% | -0.3% | -32.0% | -34.7% |
| 1Y | -28.0% | +5.9% | -33.9% | -32.7% |
| 3Y | -60.4% | +14.4% | -74.8% | -66.2% |
| 5Y | -63.4% | +15.9% | -79.3% | -70.1% |
| All | -63.4% | +14.4% | -77.8% | -70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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