-50.3%
TEAM vs TXT
+10.4%
-60.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.4% |
| 7D | -0.4% | -4.8% | +4.3% | +2.1% |
| 30D | +67.3% | -10.6% | +77.9% | +77.5% |
| 3M | +86.8% | -13.2% | +100.0% | +99.3% |
| 6M | +146.8% | -20.3% | +167.2% | +172.4% |
| YTD | +16.9% | -9.3% | +26.2% | +16.4% |
| 1Y | +12.8% | -2.7% | +15.5% | +6.3% |
| 3Y | -7.3% | +1.4% | -8.7% | -19.6% |
| All | -50.3% | +10.4% | -60.7% | -60.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling