+1,106.2%
DELL vs TXT
+13.4%
+1,092.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.2% | 0.0% |
| 7D | +8.7% | +0.8% | +7.9% | +8.2% |
| 30D | +16.9% | -10.4% | +27.3% | +24.6% |
| 3M | +40.4% | -14.3% | +54.8% | +53.6% |
| 6M | +267.1% | -15.1% | +282.2% | +302.0% |
| YTD | +329.1% | -8.3% | +337.4% | +345.3% |
| 1Y | +346.9% | -0.7% | +347.6% | +340.2% |
| 3Y | +696.6% | +6.0% | +690.7% | +623.8% |
| 5Y | +1,106.2% | +12.5% | +1,093.7% | +920.3% |
| All | +1,106.2% | +13.4% | +1,092.8% | +920.3% |
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