+1,980.5%
NOW vs TXT
+256.1%
+1,724.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.6% | -4.3% | -5.3% |
| 7D | -6.7% | -2.5% | -4.1% | -5.8% |
| 30D | -25.8% | +12.8% | -38.7% | -30.3% |
| 3M | -12.7% | -3.6% | -9.0% | -13.1% |
| 6M | +11.2% | -6.9% | +18.2% | +11.1% |
| YTD | -33.2% | -2.2% | -31.0% | -35.6% |
| 1Y | -41.8% | +6.3% | -48.1% | -45.9% |
| 3Y | -15.7% | +10.3% | -25.9% | -24.2% |
| 5Y | -26.0% | +10.6% | -36.7% | -34.1% |
| 10Y | +515.1% | +121.0% | +394.1% | +266.4% |
| All | +1,980.5% | +256.1% | +1,724.4% | +934.4% |
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