+14,280.4%
INTU vs TXT
+984.1%
+13,296.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.3% |
| 7D | -7.1% | -4.8% | -2.3% | -5.7% |
| 30D | +1.5% | -10.6% | +12.1% | +4.8% |
| 3M | +10.7% | -13.2% | +23.8% | +14.8% |
| 6M | -23.8% | -20.3% | -3.5% | -19.6% |
| YTD | -49.3% | -9.3% | -40.1% | -48.8% |
| 1Y | -49.7% | -2.7% | -47.0% | -50.3% |
| 3Y | -38.0% | +1.4% | -39.4% | -40.3% |
| 5Y | -38.7% | +9.6% | -48.3% | -42.2% |
| 10Y | +221.3% | +94.9% | +126.4% | +139.4% |
| All | +14,280.4% | +984.1% | +13,296.3% | +4,746.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling