+42,387.6%
RMD vs TXT
+706.4%
+41,681.2%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -1.2% |
| 7D | +2.3% | -2.5% | +4.9% | +2.9% |
| 30D | +4.1% | +14.4% | -10.3% | +0.7% |
| 3M | +5.7% | -4.9% | +10.6% | +6.7% |
| 6M | +12.9% | -10.2% | +23.1% | +15.1% |
| YTD | -1.5% | -4.1% | +2.6% | -1.4% |
| 1Y | -4.8% | +4.0% | -8.7% | -6.5% |
| 3Y | +57.5% | +8.0% | +49.5% | +51.9% |
| 5Y | -5.5% | +8.4% | -13.9% | -9.8% |
| 10Y | +357.8% | +116.6% | +241.2% | +252.5% |
| All | +42,387.6% | +706.4% | +41,681.2% | +21,122.5% |
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 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