+43.6%
DE vs TXT
0.0%
+43.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -1.1% |
| 7D | -2.6% | +2.5% | -5.0% | -3.4% |
| 30D | +9.0% | -8.9% | +17.9% | +12.9% |
| 3M | +19.1% | -13.6% | +32.7% | +25.5% |
| 6M | +14.4% | -13.1% | +27.5% | +19.2% |
| YTD | +45.9% | -7.0% | +53.0% | +48.9% |
| 1Y | +43.6% | -1.4% | +45.0% | +45.0% |
| All | +43.6% | 0.0% | +43.6% | +45.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling