-83.9%
OPEN vs TXT
+4.6%
-88.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.2% | +4.6% |
| 7D | -31.1% | -0.8% | -30.2% | -30.8% |
| 30D | -34.7% | +13.4% | -48.1% | -38.0% |
| 3M | -61.9% | -2.5% | -59.3% | -61.3% |
| 6M | -71.9% | -6.2% | -65.7% | -71.2% |
| YTD | -76.6% | -1.3% | -75.2% | -78.8% |
| 1Y | -83.9% | +4.3% | -88.2% | -87.5% |
| All | -83.9% | +4.6% | -88.5% | -87.5% |
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