-21.4%
NOW vs TXT
-1.0%
-20.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -3.1% |
| 7D | -2.4% | -4.8% | +2.4% | -3.8% |
| 30D | +20.5% | -10.6% | +31.1% | +16.7% |
| 3M | +18.3% | -13.2% | +31.5% | +13.9% |
| 6M | +24.1% | -20.3% | +44.4% | +18.4% |
| YTD | -7.8% | -9.3% | +1.5% | -11.6% |
| 1Y | -21.4% | -2.7% | -18.7% | -26.0% |
| All | -21.4% | -1.0% | -20.4% | -26.0% |
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