+779.7%
MSCI vs TXT
+115.3%
+664.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +0.1% |
| 7D | +1.5% | -3.5% | +5.0% | +2.7% |
| 30D | +14.4% | +15.2% | -0.8% | +8.7% |
| 3M | +15.2% | -4.5% | +19.7% | +16.6% |
| 6M | +11.2% | -6.1% | +17.3% | +12.6% |
| YTD | +13.9% | -2.0% | +15.9% | +12.5% |
| 1Y | +12.5% | +4.2% | +8.3% | +8.6% |
| 3Y | +32.3% | +14.4% | +17.9% | +20.7% |
| 5Y | +4.9% | +12.3% | -7.5% | -4.6% |
| 10Y | +779.7% | +101.8% | +677.9% | +592.2% |
| All | +779.7% | +115.3% | +664.4% | +592.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling