+43.4%
ON vs TXT
+5.9%
+37.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -0.9% | -0.1% |
| 7D | -4.1% | -1.1% | -3.1% | -3.6% |
| 30D | -10.2% | +17.1% | -27.3% | -17.6% |
| 3M | -12.7% | -2.6% | -10.1% | -10.7% |
| 6M | -32.5% | -4.6% | -28.0% | -30.1% |
| YTD | +28.6% | -0.3% | +28.9% | +23.9% |
| 1Y | +43.4% | +5.9% | +37.5% | +20.1% |
| All | +43.4% | +5.9% | +37.5% | +20.1% |
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